Google Meet recordings to PD Activity feed

User 1234
User 1234 Member Posts: 2 VERIFIED MEMBER
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: 1,614 VERIFIED MEMBER
    Fifth Anniversary 1000 Comments 250 Likes 25 Answers
    #2

    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 VERIFIED MEMBER
    First Comment
    #3

    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

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