{"id":1718,"date":"2025-10-22T13:59:02","date_gmt":"2025-10-22T13:59:02","guid":{"rendered":"http:\/\/gogetmuscle.com\/?p=1718"},"modified":"2025-10-22T17:46:25","modified_gmt":"2025-10-22T17:46:25","slug":"associate-playbook-call-meeting-with-deal-and-contact","status":"publish","type":"post","link":"http:\/\/gogetmuscle.com\/index.php\/2025\/10\/22\/associate-playbook-call-meeting-with-deal-and-contact\/","title":{"rendered":"Associate Playbook Call\/Meeting with Deal and Contact"},"content":{"rendered":"<p><P>My organization&#8217;s Sales team works primarily with Deals and Contacts. They have been using a playbook to log calls and meetings on open Deals when they have a call with a prospect.<\/P><P>\u00a0<\/P><P>When the calls and meetings are logged, they are only associated with the Deal by default. I understand that this is intended functionality from the Playbook documentation. Is there any way I can use a workflow or other functionality to automatically associate the call\/meeting with the Contact record(s) as well, so they do not have to manually create the associations after every call\/meeting?<\/P><\/p>\n","protected":false},"excerpt":{"rendered":"<p>My organization&#8217;s Sales team works primarily with Deals and Contacts. They have been using a playbook to log calls and meetings on open Deals when they have a call with a prospect.\u00a0When the calls and meetings are logged, they are only associated with the Deal by default. I understand that this is intended functionality from [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[14],"tags":[],"_links":{"self":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1718"}],"collection":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/comments?post=1718"}],"version-history":[{"count":1,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1718\/revisions"}],"predecessor-version":[{"id":1719,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1718\/revisions\/1719"}],"wp:attachment":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media?parent=1718"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/categories?post=1718"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/tags?post=1718"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}