There could be a number of reasons why tl;dv is not automatically populating your CRM after the meeting ended. Let's see some frequent reasons why, and what we can do to fix it:

Our Pipedrive and HubSpot integrations allow you to automatically create a new contact or person automatically when they do not exist already in your CRM.

If you're meeting for the first time with someone new, and you did not toggle this option when you first set up your configuration, our integration will not create a new contact or person, and will not be able to populate the CRM accordingly. 😦

Note: this feature does not exist for other CRM integrations on tl;dv, so the contact will need to already exist or be created ahead of the meeting, with a matching e-mail address.

tl;dv will gather the details of your contact and match them to the information you already have on your CRM (or even create a new person or contact), but only if you have enabled full calendar integration. This article tells you how to do it! 😄

If you have enabled the option to "Record all meetings in my calendar event even if I don't join them", tl;dv will pick up seamlessly your contacts' e-mail addresses and populate your CRM accordingly.

If your calendar is disconnected from tl;dv, our system cannot gather the information it needs to fill in your Tasks, your Calls, your Meetings, your Notes, etc., with the details of your Contact.

(((insert link or call out for upcoming calendar integration article)))

Do you use a service like Calendly, HubSpot Scheduler, Reclaim.AI or similar to arrange your meetings? This could also create a disconnect between your calendar, tl;dv account and your CRM. 😭

It's important that when you're booking your meetings, and opening slots for others to book your calendar, the e-mail address that shows on the event should match your address. Even if the event is visible in your calendar, it will not contain the information our system needs to automatically join.

@group.calendar.google.com address. You might want to check your "My calendars" and "Other calendars" section on your GSuite Calendar section to understand what might be happening here.

Are your meetings being recorded manually or automatically? 🤔

If you are manually starting your recordings (with our Chrome Extension or our desktop app), our system will not be able to gather the details of your meeting attendants to populate your CRM accordingly, since there is no connection with your calendar. See above about the calendar integration and why it matters!

Remember to check your auto-recording settings in your Preferences menu to allow for a hands-off experience with your CRM integration, and let us do the job for you.

If after all this, you're still unable to get your CRM automatically populated by tl;dv, send us a message on chat with the following details 🙏

We will do our very best to unblock you as fast as possible!