Connect System Tokens to improve your meeting analyses through your CRM (Hubspot, Salesforce). This helps you to keep track of your scheduled meetings and create valuable reports that help you to enhance your revenue process!
In this article you will learn everything you need to know to build and use these reports:
Use cases of the reporting
How to set everything up
Best practice connection of System Tokens
Things you need to consider
Let's start setting everything up!
1.Use cases of the reporting
Reports can be used in many different ways, as you cannot only track meeting data but also enhance them with meeting information. Take a look at these examples:
How often was the meeting rescheduled
was it rescheduled by the host or guest
How likely will the deal be closed when a meeting was scheduled for X times
How long was the actual duration of the meeting, compared to the scheduled one
2. How to set everything up
First, you need to make sure that your CRM is connected correctly, check your connection here.
Now if you schedule new meetings in your CRM, you can easily connect these System Tokens
Reminder: You cannot only connect System but also Custom Tokens with Salesforce and Hubspot!
Best practice connections of System Tokens
1.Event Type Name:
helps you to create reportings based on specific Event Types
2. Meeting duration:
tracks the actual meeting duration instead of the planned one
3. Demo reschedule count
counts how often a meeting was rescheduled
4. Last rescheduled by
tracks if the meeting was rescheduled by the host or a participant
5. Recording link
allows to directly save the recording link on the meeting in Salesforce
6. Meeting status
tracks the status of the meeting: Scheduled, In progress, No show, Held, or Canceled
3. Things you need to consider
When you are working with Hubspot as your CRM, please take note of the following:
Newly created meeting objects do not allow you to add custom properties!