Google Meet recordings to PD Activity feed

User 1234
User 1234 Member Posts: 2
First Comment
edited February 2023 in Sales CRM #1

Hi

We are using google meet as a sales tool, and would like an easy way to get the recordings to be posted against the deal file of the person we booked the call with.

Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,482 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary

    How and where are you storing the meeting recordings?

    Depending on the answer, we may be able to automate it using Make/Integromat.

  • User 1234
    User 1234 Member Posts: 2
    First Comment

    Hi AMit


    We havent really started yet, but end goal is i want to have them appear in the activity log of the customer/deal it relates too...


    happy to hear suggestions on how to automate that :)


    Greg