View Meetings
You can view Meetings in a few different places like Table Views, Dashboards, User 360, Account 360 , Organization 360, and Boards.
Viewing Meetings | Views Visuals |
Table ViewCreate a Table View with all your meetings and add any filters to narrow down what type of Meetings you want to view. |  |
DashboardCreate a Dashboard to report on meetings. Add filters to narrow down your reporting data such as MRR/ARR or segmentation (segments). |  |
User, Account, and Org 360View all meetings for a particular User, Account, or Organization in their 360 profile under Meetings. |  |
Meetings Supported Functionality
Other than creating views, you have a few other supported functionality in Meetings such as:
Create a Table View or Dashboards of Meetings or will Meeting data
View the Meeting Object in a User, Account, or Organization 360
Creating Formula Traits (ie. account, org, user traits calculated from associated meetings)
Ability to add Custom Traits to the Meeting object
Use Meetings in Health scores and Indicators, and standardize workflows around Meetings as well as track CSM activity.
Taking a Note directly from the meeting (You can create/see a note from a meeting, but cannot access the meeting from the note)
Meetings FAQ
Q: Are Meetings a 2-way sync?
A: Meetings are a 1 way sync so any edits done in Vitally will not sync back to your Google Calendar.
Q: Will recurring meetings sync in?
A: Yes recurring meeting will sync into Vitally. Any edits to the recurring meeting must be made in GCal, those will sync in, too.
Q: How will internal meetings be treated or sync in?
A: We won't sync internal meetings since the integration hinges on finding a vitally customer's email in the meeting.
Q: I deleted a meeting from Vitally by accident, how do I re-sync the data?
A: You cannot “un-delete” a meeting. While this will not delete the meeting in Google, it is permanently deleted within Vitally.
Q: Can I import historical Calendar Events?
A: Currently we can only import up to 2 weeks in the past in the initial sync then we will sync all future meetings.
Q: Can I update Meetings or Meeting Traits via the REST API?
A: This is not available at the moment. If this is something your team needs, we’d love to hear from you! Please share your feedback with us at support@vitally.io.
Q: How do Meetings track two users from the same company?
A: It defaults to the Organizer email.
Q: How can I check if my Google Calendar is connected to Vitally?
A: Go to My Profile > Email & Calendar settings, select Google, and check if your account is connected.
Q: How can Admins view which users have their Google Calendars connected?
A: Admins can view a full list of connected users by navigating to Settings > Integrations > Google.
