Linking to Records

When calendar events are linked to records, you get complete context on every interaction with your contacts and accounts.

Why Link Events?

Linked events provide:

• Complete timeline - See all meetings on a contact's record
• Preparation - Review history before meetings
• Accountability - Track who met with whom
• Reporting - Measure meeting activity

Automatic Linking

Coherence automatically links events based on:

Attendee Matching

1. Event has attendees (from invite)
2. Attendee email matches a contact's email
3. Event appears on that contact's timeline

Domain Matching

If attendee email domain matches a company:

• Event links to the company record
• Useful for new contacts at known companies

Reference Detection

Coherence scans event titles and descriptions for:

• Deal names or IDs
• Record URLs
• Company names
• Project references

Manual Linking

Link a Single Event

1. Open the event in Calendar
2. Click Link to Record
3. Search for the record
4. Select to link

Bulk Link

For multiple events:

1. Go to Calendar view
2. Filter to show unlinked events
3. Select multiple events
4. Click Link Selected
5. Choose records to link

Link from Record

From a contact or deal:

1. Open the record
2. Click Activity tab
3. Click Link Event
4. Select from your calendar

What Gets Linked

Event Data on Records

When an event is linked, the record shows:

Multiple Record Links

One event can link to:

• All attendee contacts
• The primary company
• A related deal/opportunity
• Any other relevant records

Managing Linked Events

Viewing Linked Events

On any record:

1. Go to the Activity tab
2. Filter by Meetings
3. See past and upcoming events

Unlinking

To remove a link:

1. Open the event
2. Click the linked record
3. Click Unlink

The event remains on your calendar, just no longer associated with that record.

Updating Links

If an event should link elsewhere:

1. Unlink from current record
2. Link to the correct record
3. History updates accordingly

Meeting Outcomes

Adding Outcomes

After a meeting:

1. Open the linked event
2. Click Add Outcome
3. Record what happened:

Creating Follow-ups

From a meeting outcome:

1. Click Create Task
2. Task links to same records
3. Due date pre-set from meeting

Meeting Activity Reports

Team Meeting Activity

View team-wide meeting data:

1. Go to Reports > Activity
2. Select Meetings
3. Filter by team, date, record type

Metrics Available

Meeting Insights

Understand patterns:

• Average meetings before close
• Most-met accounts
• Peak meeting days/times

Best Practices

Pre-Meeting

1. Check linked record for context
2. Review past meeting notes
3. Prepare agenda based on history

Post-Meeting

1. Add outcome immediately
2. Create follow-up tasks
3. Update deal stage if relevant

Data Quality

• Keep contact emails accurate
• Use consistent naming conventions
• Link events promptly

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Related: Creating Events | Connecting Calendars | Activity Feeds