CRM

THerrman
Participant

Merging meeting events - same meeting from two different integrations

I use Google Calendar integration and an integration for the software I use for recording video/transcript of virtual meetings, Grain. For those recorded meeting events with Grain, I get two meetings logged for the same event: one from Google Calendar and one from the Grain. Is there a way I can merge these two meetings, either manually or automatically in a workflow, into one meeting record on the activity feed?

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2 Replies 2
PamCotton
Community Manager
Community Manager

Merging meeting events - same meeting from two different integrations

Hey @THerrman, thank you for posting in our Community!

 

To merge meeting events from Google Calendar and Grain in HubSpot CRM, you can manually consolidate the details from one event into the other and then remove the duplicate entry. Alternatively, explore HubSpot's automation features to streamline this process automatically, ensuring a single, unified meeting record in your activity feed.

 

I hope this helps,

Pam

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THerrman
Participant

Merging meeting events - same meeting from two different integrations

I want to avoid having to copy and paste information from one event to the other - do you have any more details on what it would look like to merge the events automatically?

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