Hi,
When using the “meeting module” within “Sales”.
The meeting itself is registered, but not connected to company info.
I have already added “Company” in the Form - but this will not appear within the CRM-system itself.
Do I have to set up at seperate workflow to solve this issue?
TLDR; I want to log company name//Job function in the CRM when using “meetings”, but it only registers the user/email.
Please assist!
Hi @TLi1,
Meeting forms can capture contact properties and by default, meetings will also associate with companies, not just the contacts. You can find information about this automatic association here: Associate activities with records
If this is not happening, can you confirm that the contacts have an associated company? If not, can you check whether this settings is enabled? Automatically create and associate companies with contacts
Best regards!
Hi Karsten and thanks for your quick reply!
I see that the domain is connected (e.g. if someone books a meeting with an email “tommy@egs.com” - egs is registrered as a primary company.) However, I have added a “Company Name” field in the meetings form that I want as the primary - not the domain itself.
Looks like this can be solved by scrolling down to “lead registration” and clicking o.k. - but this is a manual effort. I would like whatever information entered in the meetings form to be automatically added in Hubspot.
Hi @TLi1,
A company name field does not mean that the contact is automatically associated with a company record. When you navigate to a contact record, do you see an associated company in the right sidebar?
The company name field is a contact property, it does not create a company record automatically, hence my question whether you have this setting enabled: Automatically create and associate companies with contacts
Best regards!
@TLi1 When you log your meeting, you should see this:
This will associate the meeting to the desired objects (contact, company, deal, etc.).
Also, in your HubSpot settings, if you have the setting turned on (in Company) to auto-create and associate Company to Contact, any meeting form submission that includes a professional email will create and associate the company to the contact, and scheduled meetings should associate to the company object.
Hope that helps!
Thanks for the help gents!
Kind rgdrs TLi
