Relate Meeting to CRM Objects

Related Object Settings

You will find ChiliCal > CRM Actions in each Workspace, where we can adjust what happens within the CRM when a meeting is booked. These settings allow you to specify which object you want to relate your Events or Engagements to. For Salesforce, you have the options of - Account, Opportunity, Case, or Campaign. In Hubspot, you have the options of - Company, Ticket, or Deal

In the CRM Actions > Events / Engagements tab, we can set which object to relate those newly created meetings to.

In Salesforce

In HubSpot CRM

When this option is selected, reps can choose which object to relate a specific meeting to right from the Scheduler. When an option is selected, the meeting will be automatically written to the activity history on the associated object (case, ticket, opportunity, etc.).

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 / Deal (Sales)
  • AE's no longer have to add Contact Rules to associate meetings with an Opportunity or Deal
  • Sales Management can track and monitor all meetings related to an Opportunity or Deal
• Case / Ticket (CS, Support)
  • Saved time by populating Meeting Types directly using Case or Ticket specific Dynamic Tags to reference things like ticket number
  • Increased visibility on meetings associated with specific cases 
  • Support reps can help customers by providing personalized booking links that will associate with a case when the meeting is booked

Relating Individual Meeting Types to Objects

Within the CRM Actions dialog, you can specify to set the object relation per Meeting Type. This allows you the flexibility of associating different types of meetings with different types of objects in your CRM.

Toggling off 'Create Event' will not relate it to any object.