Not receiving meeting notes in CRM?

If you’re not receiving meeting notes in your CRM, follow these troubleshooting steps:

1. Check CRM Notification Settings

• Ensure that meeting note notifications are enabled in your CRM. If notifications are turned off, you may not receive meeting notes in the solution section.

2. Verify CRM Connection

• Confirm that the connection between your CRM and meeting tool is active. A broken or inactive connection could prevent the notes from syncing.

3. Confirm Which Records Receive Notes

• Meeting notes are only sent to specific records such as Opportunities and Contacts.
  Note: Meeting notes are not sent to Accounts or Leads, so check that the meeting is linked to the correct record type (Opportunity or Contact).

4. Ensure Matching Email Addresses for Participants

• The email addresses of meeting participants must match those listed under Contacts in your CRM. If there’s a mismatch, the notes won’t sync with the correct contact record.

5. Impromptu Meetings Do Not Sync

• Impromptu meetings (those created on the fly) will not sync meeting notes to your CRM. Ensure the meeting was scheduled properly within the system to allow for syncing.

6. New Contacts in CRM

• If a Contact was added to your CRM after the meeting, we’ll continue checking for 7 days to sync the meeting notes to the Contact. The notes will sync automatically if the Contact is found within that period.

If these steps don’t resolve the issue, please contact support for further assistance at [email protected]