Log meetings to your CRM Updated September 13, 2023 22:32 Users and admins can log their MeetingIQ meetings to their CRM of choice, either Salesforce, Microsoft Dynamics, or SAP C4C. Logging meetings as tasks in your CRM will help create the full picture around accounts or opportunities, which is important when you consider these systems your source of truth. Meetings are logged as a task to a particular account, opportunity, contact, and/or lead. The MeetingIQ detailed view in your CRM also allows sales reps to easily navigate back to the meeting from the link provided in their CRM. Key features Log MeetingIQ meetings to Salesforce, SAP C4C, or Microsoft Dynamics Automatic logging to Salesforce may be enabled by your admin Easily navigate to MeetingIQ from your CRM task details Speed up sharing and feel confident sharing approved messaging You need this to succeed Showpad's Web app or Windows Desktop app Showpad user access with a MeetingIQ license and Showpad Ultimate package A CRM integration configured by your admin with the custom task type Showpad MeetingIQ Choose your success platform Windows Desktop Web App See how it's done on the Web app Select the meeting you wish to log to your CRM (for these instructions, we will use Salesforce as an example, but follow the same steps for your CRM of choice). Click the three dot icon in the top menu and then select Log to Salesforce from the top menu. You may be prompted to authenticate your Salesforce account by logging in through the pop up window. If your organization uses automatic logging, you will see that it has already been logged as a task and to which objects it was logged to. You can edit the log if needed within Salesforce. If you don't use automatic logging, select an Account or Opportunity, and/or a Contact or Lead you wish to log the meeting to. When you're ready, click Log. You will receive a notification at the bottom of the page that the activity was successfully logged. Click the link to view the task you created in your CRM. Below you will see an example of what the task details will look like. From Salesforce, you can click the link to be redirected to the MeetingIQ in Showpad. In C4C, you can select the redirect link in the attachment field, and in Dynamics, you can copy and paste the MeetingIQ link into your browser address bar. To log the same MeetingIQ meeting to another opportunity or contact, click the CRM button again from within the Meeting. Click Add Log, and follow the same steps to log the task to the relevant objects in your CRM. See how it's done on the Windows Desktop App Select the meeting you wish to log to your CRM (for these instructions, we will use Salesforce as an example, but follow the same steps for your CRM of choice). Click the three dots in the top menu and select Log to Salesforce from the top menu. You may be prompted to authenticate your Salesforce account by logging in through the pop up window. If your organization uses automatic logging, you will see that it has already been logged as a task and to which objects it was logged to. You can edit the log if needed within Salesforce. If you don't use automatic logging, select an Account or Opportunity, and/or a Contact or Lead you wish to log the meeting to. When you're ready, click Log. You will receive a notification at the bottom of the page that the activity was successfully logged. Click the link to view the task you created in your CRM. Below you will see an example of what the task details will look like. From Salesforce, you can click the link to be redirected to the MeetingIQ in Showpad. In C4C, you can select the redirect link in the attachment field, and in Dynamics, you can copy and paste the MeetingIQ link into your browser address bar. To log the same MeetingIQ meeting to another opportunity or contact, click the CRM button again from within the Meeting. Click Add Log, and follow the same steps to log the task to the relevant objects in your CRM. Related articles Guide to using MeetingIQ 2023 Install and connect Showpad for Outlook Present and personalize Microsoft Office files in Showpad Managing your integrations