Help Center - Meetingflow

Hello! How can we help?

For questions or more guidance, contact us at support@meetingflow.com

Getting Started

[New User Setup – Video Walkthrough](/content/help-center/new-user-setup-video-walkthrogh/ "New User Setup – Video Walkthrough"/index.html)

[New User Setup](/content/help-center/new-user-setup/ "New User Setup"/index.html)

[7 Minute Meetingflow Overview for Users](/content/help-center/meetingflow-overview-for-users/ "7 Minute Meetingflow Overview for Users"/index.html)

[Types of Meetingflows: Event Based vs Ad Hoc](/content/help-center/types-of-meetingflows-event-based-vs-ad-hoc/ "Types of Meetingflows: Event Based vs Ad Hoc"/index.html)

[How to Create a Meetingflow](/content/help-center/how-to-create-a-meetingflow/ "How to Create a Meetingflow"/index.html)

[Admin Settings](/content/help-center/getting-started/admin-settings/ "Admin Settings"/index.html)

All Articles

[Configuring CRM with Meetingflow](/content/help-center/using-meetingflow/how-to/configuring-crm-with-meeting-flow/ "Configuring CRM with Meetingflow"/index.html)

[How to Select and Change a CRM Preset](/content/help-center/how-to/select-and-change-a-crm-preset/ "How to Select and Change a CRM Preset"/index.html)

[How to Create a CRM Preset](/content/help-center/how-to/create-a-crm-preset/ "How to Create a CRM Preset"/index.html)

[How to Create a Custom AI Shortcut](/content/help-center/how-to/create-a-custom-ai-shortcut/ "How to Create a Custom AI Shortcut"/index.html)

[How to Share a Call Recording with External Meeting Attendees](/content/help-center/how-to/share-a-call-recording-with-external-meeting-attendees/ "How to Share a Call Recording with External Meeting Attendees"/index.html)

[How to use Tags in Meetingflow](/content/help-center/how-to/use-tags-in-meetingflow/ "How to use Tags in Meetingflow"/index.html)

[Zoom Integration – How To Record a Zoom Call](/content/help-center/app-integrations/zoom-integration-how-to-record-a-zoom-call/ "Zoom Integration – How To Record a Zoom Call"/index.html)

[How to Extract Text From Handwritten Notes](/content/help-center/how-to/extract-text-from-handwritten-notes/ "How to Extract Text From Handwritten Notes"/index.html)

[Enable Marketplace Downloads in Hubspot](/content/help-center/enable-marketplace-downloads-in-hubspot/ "Enable Marketplace Downloads in Hubspot"/index.html)

[Billing FAQ](/content/help-center/billing-faq/ "Billing FAQ"/index.html)

[How to Invite Colleagues](/content/help-center/using-meetingflow/how-to/invite-colleagues/ "How to Invite Colleagues"/index.html)

[Call Recording Feature Release – FAQ](/content/help-center/call-recording-feature-release-faq/ "Call Recording Feature Release – FAQ"/index.html)

[How to Use the Pipeline Manager in Meetingflow](/content/help-center/how-to/use-the-pipeline-manager-in-meetingflow/ "How to Use the Pipeline Manager in Meetingflow"/index.html)

[7 Minute Meetingflow Overview for Users](/content/help-center/meetingflow-overview-for-users/ "7 Minute Meetingflow Overview for Users"/index.html)

[How to Update Your Pipeline with Keyboard Navigation](/content/help-center/how-to/update-your-pipeline-with-keyboard-navigation/ "How to Update Your Pipeline with Keyboard Navigation"/index.html)

[How to Edit a Template](/content/help-center/how-to/edit-a-template/ "How to Edit a Template"/index.html)

[Calendar and CRM Permissions in Meetingflow](/content/help-center/permissions/ "Calendar and CRM Permissions in Meetingflow"/index.html)

[User Access Permissions](/content/help-center/user-access-permissions/ "User Access Permissions"/index.html)

[Enabling Custom Fields in Salesforce or Hubspot](/content/help-center/custom-fields/ "Enabling Custom Fields in Salesforce or Hubspot"/index.html)

[Salesforce and Meetingflow FAQs](/content/help-center/app-integrations/salesforce-faq/ "Salesforce and Meetingflow FAQs"/index.html)

[Usage Reporting](/content/help-center/usage-reporting/ "Usage Reporting"/index.html)

[Workspaces Within Meetingflow](/content/help-center/workspaces/ "Workspaces Within Meetingflow"/index.html)

[Setup for Enablement](/content/help-center/setup-enablement/ "Setup for Enablement"/index.html)

[How to Create a Meetingflow](/content/help-center/how-to/create-a-meetingflow/ "How to Create a Meetingflow"/index.html)

[Admin Settings](/content/help-center/getting-started/admin-settings/ "Admin Settings"/index.html)

[Slack and Meetingflow](/content/help-center/app-integrations/slack-and-meetingflow/ "Slack and Meetingflow"/index.html)

[Hubspot and Meetingflow](/content/help-center/app-integrations/hubspot-and-meetingflow/ "Hubspot and Meetingflow"/index.html)

[Microsoft365 and Meetingflow](/content/help-center/app-integrations/microsoft365-and-meetingflow/ "Microsoft365 and Meetingflow"/index.html)

[Google and Meetingflow](/content/help-center/app-integrations/google-and-meetingflow/ "Google and Meetingflow"/index.html)