Setting Up Google Meet for Virtual Sessions in Your CRM

This tutorial is aimed at users looking to connect Google Meet with their CRM for seamless virtual sessions. It suits users of all levels, providing an easy-to-follow guide for Google Meet integration.

Connecting Google Services to Your CRM for Virtual Appointments

Getting Started

To start using Google Meet for scheduling virtual sessions, you first need to connect your Google account to the CRM. This section outlines the steps needed to make that connection.

Verifying Google Integration in Your CRM

Check Google Connection

Before using Google Meet as your virtual appointment tool, confirm that your Google account is successfully linked to the CRM. This will allow automatic generation of Google Meet links for your meetings.

If you haven't yet connected your Google account, please consult the CRM's Google integration guide for step-by-step instructions.

Assigning Google Meet for Your Availability

Once the Google account is connected, you'll need to set Google Meet as the platform for hosting your appointments.

• Head to Settings > My Staff

• Choose an existing user or add a new staff member

• Scroll down to the User Availability section

• In the dropdown menu, select Google Meet

• Save your updates by clicking Update Availability

Real-World Scenario

As an example, suppose you regularly conduct online sales meetings. By integrating Google Meet into your CRM, each appointment you schedule will include an auto-generated Google Meet link, ensuring all participants can join easily. This streamlines your workflow and enhances the meeting experience.

Common Problems and FAQs

Common Issues

• Connection Problems

If the integration isn’t working, double-check the tutorial steps and confirm that you’ve allowed the necessary access to your Google account.

• Setting Availability

If Google Meet doesn’t appear as an option, ensure that your account is successfully connected and consider re-establishing the link.

FAQs

• Q: Can I schedule group meetings via Google Meet?
  A: Yes, the link created for each appointment can be shared with several participants.
• Q: Can I modify the meeting location later?
  A: Yes, you can change it at any time by going to Settings > My Staff > User Availability and choosing a different platform or location.