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Question

Custom meeting name with Company vs Attendee name

  • October 15, 2024
  • 2 replies
  • 242 views

  • Community Member

Ideally, I’d like when client John at Doe Inc books a meeting with me, it doesn’t show up as “John and Kwam.” I’d prefer for the meeting name to automatically know John is associated with Doe Inc (from our CRM - SalesForce) to make the meeting name “Doe Inc: John and Kwam” so I don’t have to click into the Gcal event for more information.

Here's a breakdown of why it's beneficial:

  • Efficiency: You don't have to manually add the company name to each meeting.
  • Clarity: The meeting name provides immediate context about the client.
  • Organization: It helps you keep your calendar organized and easily find relevant meetings.

Unless I’m missing where to do this. I feel like I remember in Hubspot, you’re able to set parameters like “[Company Name]: [Client Name] + Kwam” or something of the like.

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2 replies

jillian
Community Manager
  • Community Manager
  • October 15, 2024

Hi @Kwam!

Our Salesforce integration doesn’t currently allow us to pull in variables like that to events, but it’s a fantastic idea. I’ll be sure to share with our product team.

In the meantime, you could ask a custom question of “What company are you with?” in the event and use the variable as part of the event title. More on custom questions here and event variables here.


  • Author
  • Community Member
  • October 15, 2024

Thanks @jillian

 

That’s the route I’m going to have to go in the meantime. Thanks for passing this along. Much appreciated. 

 

Have a great day!