Product Updates

Call and Meeting Linking

Calls will now automatically attach to Meetings in certain scenarios to help declutter your activity feed.

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Notes:

• Calls placed from Close less than 15 minutes before the start of the meeting or during the meetings scheduled time will be automatically attached.
• The call must be placed to number associated with a contact attending the meeting or a phone number listed within the meeting itself.
• Multiple calls can be linked to the meeting in case or disconnects or unanswered attempts.
• Calls attached to Meetings are still tracked in reporting as they were previously.
• Notes taken within the Meetings field are also reflected on the attached calls when accessed through the API.
• At this time calls can not be manually attached or detached from meetings.
• Calls will only be attached when the Meeting exists prior to the call being placed. There is no historical linking associated with this feature.

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