Meeting Launcher

You can connect any Google or Zoom account to automatically create a screen share for appointments that you've scheduled with clients.

How to set up the integration

• Ensure that you are logged into your platform account:
• Go to CRM > My Meetings

• Click on Settings
• Choose meeting app
• Select your desired meeting application

• Log in to your account.
• If successful, you'll see Account connected, and you're set.

How to disconnect the integration

• Go to CRM > My Meetings
• Click on Settings
• Choose meeting app
• Click Disconnect.
• Once disconnected, you'll see Account not connected.

How our integration works

Once the booking link is setup the meeting link can be sent to one of your clients.

When a meeting is booked, the invite will include the link to your meeting application of choice. In the meeting, you will also have the ability to invite others via email or by sharing the meeting URL. You can also find the password if you'd like to make the meeting private.

After you've launched the meeting, it will be tracked as an activity within the crm, giving you the date and time the meeting happened. You can also edit the tracked activity, allowing you to add any pertinent notes from what was discussed.

Support

If you are experiencing any issues integrating your account, one of our support representatives will be happy to assist you. You can reach out to us via the in application support and help links.