Hey all - curious how people are handling this (manual vs automated, and if automated, how you’ve set it up). I’m trying to get better granular reporting on meeting types (disco, demo, etc.) and how many of each we have, but running into an issue where our Apollo calls sync into Salesforce as Events and create multiple records if there are multiple prospect attendees, which ends up inflating the numbers. How are you all getting clean, de-duped reporting on meetings at this level? Appreciate any thoughts!
This is a SF challenge unfortunately
Hubspot has "meeting type" baked in, works well with the meeting scheduling tool. I think you can create something similar in SF as well by adding a custom property on meetings? But easiest workaround would be adding a keyword to the meeting name / description and filtering by that keyword (again - easier when using meeting scheduling links, as you can be more consistent)
