The Revenue.io + MS Teams integration provides an event logging feature for all Revenue.io dialer users. For every MS Teams event that is created in a User’s MS Teams account, Revenue.io will log a Salesforce Event to track key information for the event.
What Information is logged to Salesforce?
Revenue.io will detect meeting information directly from MS Teams including the following data points:
- The subject of the meeting
- The time of the event
- A list of all detected meeting attendees
- Unique meeting identifier
The following Salesforce fields are populated with Event Detail in Salesforce. Referenced next to each field is the description of data published.
- Subject - The calendar name of the event
- Type - Logged as “Revenue.io Logged Video Call.” Use this value in reports to get to your MS Teams meetings easily.
- Assigned To - Logs the Host of the Meeting as the assignee
- Start Time - Date / Time of the actual meeting start
- End Time - Date / Time of the actual meeting end
- Name - A lead or contact associated with the event as an attendee
- Description - Includes Recording URL and the meeting Duration in minutes
- Recording URL - The processed ConversationAI recording link for an event
How do you know what Lead or Contact to associate with an Event?
Unlike calls between two individuals, MS Teams meetings can have one or many participants. Salesforce designates that an event can have 1 associated lead or up to 50 associated contacts. Revenue.io can automatically understand the attendees associated to your event and the salesforce records associated with them based on name match. We will automatically link events to a primary contact first based on the most recently updated contact associated to your event. If no contact is found then the event will be linked to a detected primary lead again based on the updated date. In the event of multiple attendees to an Event, all attendees will be visible within the description field of the logged Event. If no Salesforce lead or contact records can be found based on your attendee list then no name will be associated with your Event.