An SDR books a meeting. Does your CRM know?
An SDR books a meeting. Does your CRM know? The scenario I'm trying to understand: a meeting gets booked from an Outreach or Salesloft sequence, but the opportunity in HubSpot or Salesforce is created late, on the wrong account, or not at all. The AE walks in without context and the SDR never gets credit. I'm the founder of Dexraflow, researching how GTM stacks break between tools. Still validating, nothing to sell.
- 1.
What creates the opp when a meeting is booked: a rule, the SDR or the AE?
- 2.
How do you catch booked meetings with no opp?
I'll share a summary of the answers in this thread.
