Automatically link existing contacts in Dovetail
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Thomas Blackwell
After importing/ creating a note in Dovetail via the Google Calendar/ Zoom/ other integrations, it would be helpful to be able to automatically link participants to existing contacts in Dovetail based on their email address.
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Pat Barlow
Hiya Thomas Blackwell, thanks for sharing with us! Following up on this:
- What specific integrations (e.g., Google Calendar, Zoom) are you currently using with Dovetail?
- How frequently do you import or create notes that require linking to existing contacts?
- Are there any specific scenarios or use cases where automatic linking would be particularly beneficial?
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Thomas Blackwell
Pat Barlow Hiya!
- In terms of native integrations for the project I'm involved with, I am currently only using the Google Calendar integration. The Zoom integration isn't automatic and requires manual uploading. We were using channels to get ZenDesk tickets, but turned that off since we can only get the initial ticket itself and not the full conversation.
- Every day we have 50+ customer calls that are recorded via Zoom and uploaded to Gong.
- In every scenario it would be useful since we need to know who said what on each call without having to manually tag each voice.
Also, sometimes the recording gets "Participants" wrong because it tries to pick up each voice that seems instead of using each participant's audio based on which Zoom account is currently speaking (like Gong does).
Shwe Han
Merged in a post:
Automate Linking of Dovetail People to HubSpot Contacts
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Jeff Anders
I'm trying to streamline my workflow by automatically linking Dovetail people to HubSpot contacts using Zapier. However, I'm only able to access the person ID, which doesn't appear in the Dovetail URL. I'd like a feature that allows for this automation, making it easier to manage contacts across platforms.