Relate Meeting to SFDC Case & Opportunity

In Meeting Types Templates -> Salesforce Options Dropdown, you can enable your Meeting Template to get related to the following Objects in Salesforce:

• Case
• Opportunity

When this option is selected, reps can select which Case or Opportunity to relate a specific meeting to right from the Instant Booker or via Suggested Time. When a meeting is booked via a related Case or Opportunity, the Event will automatically be written to Activity History of the associated Case or Opportunity. 

Note: By default the most recently created Case OR the Opportunity with the nearest Close Date associated to the Account related to the "Main guest" will populate. Clicking the dropdown will allow you to view all open cases or opportunities. 

Benefits:

• Opportunity (Sales)
  • AE's no longer have to add Contact Rules to associate meetings with an Opportunity
  • Sales Management can track and monitor all meetings related to an Opportunity
• Case (CS, Support)
  • Saved time by populating Meeting Templates directly from Salesforce using the following Case Specific Dynamic Tags 
    • {!Case.Subject}
    • {!Case.CaseNumber}
    • {!Case.Description}
  • Increased visibility on meetings associated with specific cases 
  • Support reps can help customers by providing personalized booking links that will associate with case when meeting is booked

How to Enable Case or Opportunity Support for Admins:

To enable a Meeting Template to relate Case or Opportunity, simply check the box and select whether you would like to relate to a Case or Opportunity.

Once selected, this Meeting Template will be give your reps the ability to relate a Case or Opportunity.

Next up, train your Users:

• Relate a Meeting to a Salesforce Case
• Relate a Meeting to a Salesforce Opportunity