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:
If you've not yet checked out our Tokens article, pop over and go over it before diving in here.
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. Meeting Type Name:
helps you to create reportings based on specific Meeting 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. Meeting notes
to be synched to CRM
5. Recording link
allows to directly save the recording link on the meeting in CRM
6. Meeting status
tracks the status of the meeting: Scheduled, In progress, No show, Held, or Canceled
7. Meeting location
Use this token if you're using Teams or GMeet integration, as the meeting link token will reflect a Demodesk link instead
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!
If you have multiple CRMS connected Demodesk, this article has more information on how to edit token connections.