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Overview

Reevo connects every meeting, email, call, note, and task to the CRM records it belongs to, automatically. That is why a discovery call appears on the account, the contact, and the opportunity without anyone filing it there. One meeting can be connected to several records at once: for example 3 contacts, 1 account, and 1 opportunity. Each connection stands on its own, so removing a meeting from an opportunity leaves it on the account and contacts.

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At a glance

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What it powers

  • The activity timeline on an account, contact, or opportunity shows exactly the activity connected to that record.
  • Related records on any timeline row lists everything that activity is connected to.
  • Activity timestamps (last outreach, last engagement) on contacts, accounts, and opportunities count only connected activity.
  • Stage criteria on an opportunity look for the meetings and emails connected to it.
  • Pre-Meeting Prep, Post-Meeting Summary, reports, and AskReevo all read the connected activity.
If an activity is not connected to a record, none of the above can see it. That is why an opportunity can look quiet when the work actually happened.

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What gets connected automatically

Reevo works out account and opportunity connections on its own for these activity types, even when the activity only names people:

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How Reevo decides where new activity goes

When a meeting, email, or call arrives, Reevo starts from the people on it.

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Contacts come first

Everyone on the activity is matched to a contact: attendees on a meeting, participants on an email thread, the person on a call. Email addresses and phone numbers that match a contact are connected. Addresses that match nothing are left alone rather than guessed at.

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Accounts and opportunities follow from those contacts

Each contact brings their own account and opportunity relationships with them. Reevo reads both, and connects the ones it can identify without guessing. Closed opportunities keep the history they already have and do not pick up new activity.
A meeting missing from an opportunity usually traces back to this table. The attendee is on two open opportunities, or on none, so Reevo has nothing to pick. Adding the contact to the right opportunity fixes it, and brings their recent activity with it.

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When your CRM changes afterwards

Reevo works from your CRM as it stands the moment an activity arrives. A kickoff call that happens before the opportunity exists cannot be connected to it, and a contact who moves companies leaves behind activity connected to the old account. Changing the relationship is what fixes both. When you do, Reevo re-checks the affected activity in the background and updates the connections, including activity from before the change. For opportunities, that look-back reaches 90 days before the opportunity was created. The run-up to an opportunity follows it onto the timeline, while activity older than that stays where it is. Creating an opportunity does this for you: the primary contact is added to the new opportunity, and the account is added when it is that account’s first one. See Merging Records for what else a merge changes.

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What you will see

  • A preview before you commit. Relationship changes made in the app show what will be re-connected and what will be removed, plus any choice you need to make, such as which account a contact’s activity should follow. Some changes need approval before they run.
  • A short delay. Updates run in the background, so timelines on a contact with a lot of history can take a moment to settle.
  • Your manual work left intact. Anything you connected or disconnected by hand stays that way. Reevo’s automatic updates never overwrite it.
  • Shared activity kept. When a meeting is connected to an account through two contacts and only one of them moves, the meeting stays, because the other person still justifies it.

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Fixing a connection

You can always override Reevo:
  • Open the meeting, email, or call and edit its connected accounts, contacts, and opportunities directly.
  • Accept or dismiss Reevo’s suggested connections where they appear on a record.
  • Fix the underlying relationship instead. Adding a contact to the right account or opportunity corrects every activity at once, not just the one in front of you.

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Troubleshooting / FAQs

Usually the attendee is on two or more open opportunities, or on none, so Reevo could not choose. Add the contact to the correct opportunity, which pulls in their activity going back to 90 days before the opportunity was created, or connect the meeting to the opportunity directly from the meeting record.
Check the contact’s accounts. When someone belongs to more than one, the email domains on the thread decide which account gets the thread. Correcting the contact’s accounts, or the account’s domains, re-checks the affected activity.
Another person on the same activity may also belong to that account, which is enough to keep the connection. If the connection was made by hand, it stays until it is removed by hand.
Automatic connections are made when the activity arrives, so an opportunity created later starts empty. Adding the contact or account to the opportunity brings in their activity from the 90 days before the opportunity was created, along with everything since. Anything older than that stays where it is, and can be connected by hand.
It should not. Activity on closed opportunities is kept as history, and Reevo does not add new activity to them. If something is missing from a closed opportunity, contact support.
Still have questions? Sign in and use Ask Reevo for instant answers or to raise a support ticket.