Garba automatically attempts to match meeting participants with existing contacts in your CRM based on their email. However, in some cases, contacts may not be correctly linked.
Below are the most common reasons why this happens—and how to fix them.
What happened? If a participant wasn’t already in your CRM when the meeting started, Garba had no existing record to match it to.
How to fix it: Add the contact manually to your CRM. Then navigate to the meeting you wish to sync and click the "Sync to CRM" button.
What happened? If a participant joined the meeting but wasn’t listed in the original invite, Garba may not have captured them.
How to fix it: Make sure all relevant attendees are included in the meeting invite going forward so Garba can automatically associate them with the correct CRM record.
What happened? Garba relies on email addresses to identify contacts. If the email in your CRM doesn’t match the one used in the meeting invite, Garba won’t be able to link them.
How to fix it: Double-check and update the email in your CRM to match the one used for the meeting.
By following these steps, you can ensure Garba accurately links your meetings to the right contacts in your CRM.