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Manually Push Meetings to CRM
Manually Push Meetings to CRM

This article describes how to manually map and push meetings to CRM entities

Fabian Riedlsperger avatar
Written by Fabian Riedlsperger
Updated over a month ago

Introduction

Kickscale automatically identifies and maps CRM entities based on participants' email addresses. However, you may sometimes need to manually adjust these mappings because the Meeting was not correctly mapped or no respective contact has been found. This guide will show you how to manually map Contacts, Companies, and Deals/Opportunities to your meetings in Kickscale.
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Steps for Manual CRM Mapping

  1. Open the Meeting Detail View
    Navigate to the detail view of the meeting you want to update.

  2. Locate the CRM Section
    Look for the CRM section in the upper right corner of the meeting header. This section indicates if any entities have already been mapped to the meeting.
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  3. Open the Mapping Dialog
    Click on the small CRM indicator in the top right of the meeting header to open the mapping dialog.

  4. Review Current Mappings
    The dialog will display the current entity mappings for the meeting.

  5. Choose Mapping Type
    Decide whether you want to map to a Lead or to Contact/Company and Deal.

  6. Search for Entities
    Type the name of the entity you're looking for in the respective text fields.

  7. Select Correct Mappings
    Choose the appropriate entities from the search results.

  8. Sync Changes
    After selecting the correct mappings, click the "Sync" button to push the meeting summary and next steps to the mapped entities as notes in your CRM.

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