Google Meet Connector

1. Feature Overview

From your LeadSquared account, you can schedule Google Meet meetings through the Google Meet Connector. With the LeadSquared Google Meet connector, you can directly create meetings with your leads, as well as add internal and external users to your meetings. Additionally, this connector will help you –

  • Join Google Meet meetings with your leads from anywhere, on any device
  • Automatically add meeting details to your Google Calendar, with all the necessary details such as meeting date and time, meeting URL, etc.
  • Get notifications from LeadSquared about your Google Meet meetings

 

2. Prerequisites

  • The Google Meet Connector is a paid feature. To enable it on your account, please write to support@leadsquared.com.
  • You must be the administrator of your LeadSquared account.
  • You must have an active Google account.

 

3. How it Works

Once set up, you can create and schedule Google Meet meetings with your leads and users, directly from LeadSquared.

  1. Install the connector – Begin by first installing the Google Meet Connector on your LeadSquared account.
  2. Configure the connector – Post installation, you’ll have to configure the connector with your Google account.
  3. Schedule meetings – After configuration, you can schedule Google Meet meetings with your leads and users.
  4. View Activities – After the Google Meet meeting is scheduled, you can view the meeting details.

 

4. Installing the Connector

To install the Google Meet Connector on your LeadSquared account –

  1. From the main menu, navigate to Apps>Apps Marketplace and search for Google Meet Connector. On the connector, click Install.
    • Alternatively, you can find the connector on the left panel, under Online Meeting.
  2. Once the connector is installed, hover your cursor over the settings icon, then click Configure.

Google Meet_2

 

5. Configuring the Connector

5.1 Google Accounts

Once the connector is installed, connect your Google account(s) to LeadSquared.

  1. On the Google Meet Connector screen, click Connect Accounts.
  2. On the Sign in with Google screen, select the Google account through which you want to set-up the connector.
  3. On the permission screens, grant access to your personal information as well as your Google calendar information.
  4. Once you’ve granted permission, click… You’ll get the following message: “Successful. Please close the window.”
  5. Once your account is linked, on the Configure Google Meet Connector screen, under Primary, toggle the  Slider. This will ensure your Google account is the primary account.
    1. To delete an existing account, against the account name, click the  icon, and on the Delete Account pop-up, click Yes.
  6. Once you’re done, click Next.

Google Meet_7

Note: If you are not using G-Suite on your Google account, then your recipients will be required to login to their Google account first, in order to join the meeting. In this scenario, your recipients cannot join the meeting anonymously.

 

5.2 Meeting Configuration

Configure the Google Meet settings that will be used while scheduling meetings –

Google Meet_6

FieldDescription
Calendar IdThe calendar Id of your Google Account. This the primary email Id you’ve used to configure the connector in the previous step.
Meeting Max AttendeesThe maximum number of attendees (up to 100 attendees) that can be added to a Google Meet.
TimeZoneThe time zone in which the meetings will be scheduled.
Can Add SelfEnable this setting to grant permission to attendees (other than the organizer) to add themselves to an existing meeting.
Guest Can Invite othersEnable this setting to grant permission to attendees (both internal and external) to be able to add anyone to the meeting.
Can See AttendeesEnable this setting to grant permission to attendees (other than the organizer) to be able to view the attendees in the meeting.
Send NotificationsEnable this setting to send notifications to attendees, from LeadSquared, about the creation of a new meeting. Even if this setting is disabled, some form of notification is sent from Google.
Send Updates ToFrom the dropdown, choose to whom you want to send a notification about the update in meeting details. You can choose from Everyone, Non Calendar Guests Only or None.

Once you’ve configured the settings, click Save.

 

6. Schedule Google Meet Meetings

To schedule a Google Meet with your leads –

  1. From the LeadSquared main menu, navigate to Leads>Manage Leads.
  2. On a lead, hover your cursor over the Action Icon icon. From the dropdown list, hover your cursor over Online Meeting, and then click Google Meet Meeting.
  3. On the Google Meet Meeting pop-up, enter the following details –
    • The email Ids of the attendees are added by default in the Meeting Attendees field.
    • In the Meeting Topic field, enter a relevant name for the meeting. This is mandatory.
    • In the Meeting Description field, enter a brief description about the meeting.
    • Against Schedule, pick a from and to date and time for the meeting. This is mandatory.
  4. Once you’re done entering the details, click Schedule.
  5. Your Google Meet meeting URL is generated. You can share this URL with your leads and other external participants.

Google Meet_4

 

7. View Google Meet Meeting Details

After you have scheduled a Google Meet meeting, an activity gets automatically posted against the invited lead. You can view the meeting details in the Lead Details page.

  1. From the LeadSquared main menu, navigate to Leads>Manage Leads.
  2. Click on the lead on whom the meeting is scheduled.
  3. On the Lead Details page, under the Activity History tab, you can view the meeting details.
  4. You can edit the meeting details by clicking the  icon.

Google Meet_5

 

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