Connecting Meetings to CRM Contacts and Projects

One of StretchMeet's biggest advantages over a standalone video tool is that meetings live inside StretchSuite. A meeting can be tied to the contact you're talking to and the project you're working on, so the call, its recording, and its follow-up all stay connected to the right record. This article explains how that linkage works and how to use it.

Why linking matters

When a meeting is linked to a record:

• The recording, transcript, and AI summary become part of that customer's or project's history.
• You (and your teammates) can find the call from the record instead of hunting through a separate meetings list.
• Follow-up — action items, next steps, notes — has an obvious home.

What a meeting can link to

A meeting room can carry references that connect it to the rest of the suite, including:

• A source app — which StretchSuite app the meeting was created from (for example, a CRM or project app).
• A contact — the person or account the meeting is with.
• A project — the project the meeting relates to.
• A source reference — the specific record the meeting originated from.

Create a linked meeting

The easiest way to link a meeting is to create it from the record it relates to:

1. Open the contact, deal, or project in the relevant StretchSuite app.
2. Use its Schedule meeting / New StretchMeet action.
3. The new meeting is created already linked to that record.
4. Fill in the title, time, and access settings as usual and save.

If you create a meeting directly in StretchMeet, you can also associate it with a contact or project when setting it up, so the connection is still captured.

Using linked meetings day to day

• From a contact record, see the meetings you've had with them and open the recording or summary.
• From a project, review kickoff and status calls in context.
• After a call, push the AI summary's action items into the linked project's task list or the contact's next steps.

A realistic example

An account manager schedules a renewal call directly from the customer's record in the CRM. The StretchMeet room is created already linked to that account. The call is recorded and summarized automatically. Afterward, the recording, transcript, and AI summary appear on the customer's timeline — so when a colleague picks up the account later, the entire renewal conversation is right there, with the agreed decisions and follow-ups attached to the account.

Tips

• Start from the record whenever possible. Creating the meeting from a contact or project links it automatically — no manual step to forget.
• Link before the call, not after. It's much easier to associate a meeting up front than to reconnect artifacts later.
• Keep titles consistent with the record. Matching names make linked meetings easy to scan.
• Route action items back to the source. Close the loop by turning summary action items into tasks on the linked project or contact.

Troubleshooting

• My meeting isn't showing on the contact/project. Confirm the meeting was created with the link (ideally started from that record). A meeting created standalone without an association won't appear there.
• The recording isn't attached to the record. The recording follows the meeting's linkage. If the meeting wasn't linked, the artifact won't surface on the record.
• I linked the wrong record. Edit the meeting and correct its association before the call if possible.

FAQ

Can one meeting link to both a contact and a project?
Yes — a room can carry both a contact and a project reference.

Does linking share the recording with everyone?
Access follows your workspace's permissions. Linking places the artifact in context; who can see it is governed by workspace access.

Can I link a meeting after it happened?
It's best to link before or during setup. Linking up front ensures the recording and summary land on the right record.