After a meeting, Vinyl can send notes and action items to the matching Karbon contact. Note that new integration connections default to manual sync (auto-sync is off), so a meeting won't appear in Karbon until it has been synced. If notes aren't appearing, it's usually because the meeting hasn't been synced yet, or because of a small mismatch that's easy to resolve.
Before contacting support, check these three things:
1. Was the meeting actually synced to Karbon?
Because new connections default to manual sync, the meeting won't reach Karbon until it's synced. Open the meeting in Vinyl and confirm it has been synced, and if auto-sync is off, sync it manually.
2. Is the contact email the same in both places?
Vinyl matches meeting participants to Karbon contacts using email addresses. If the email on the calendar invite is different from the email in Karbon (e.g. a nickname vs. full name), the match won't happen.
Open the meeting in Vinyl and check the participant email addresses
Open the contact in Karbon and confirm the email matches exactly
3. Did the meeting fully process?
Notes can only be sent once your meeting has finished processing. Check the meeting status in Vinyl, if it shows anything other than "complete", the notes may still be on their way.
If everything looks correct but notes still aren't appearing, reach out to our support team with:
The name of the meeting
The date and time it occurred
The Karbon contact you expected it to appear on
We respond within 2 hours and can investigate the specific meeting for you.