Overview
Video meetings should appear on CRM timelines automatically. Zoom and Google Meet links generated from calendar integrations help reps join on time and leave a traceable customer touch.
What data is involved
- Conference URLs on CRM meetings and activities.
- Calendar attendee lists when synced from Google or Microsoft.
Step-by-step setup
Setup at a glance (3-5 bullets)
- Connect Zoom or ensure Google Meet is enabled via Google Calendar integration.
- Map meeting types in CRM to default video providers.
- Confirm conference URLs appear on scheduled activities and invites.
Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
- Connect Zoom or ensure Google Meet is enabled via Google Calendar integration.
- Map meeting types in CRM to default video providers.
- Confirm conference URLs appear on scheduled activities and invites.
Best practices
- Standardize naming for customer calls (“ACME — QBR”).
- Store recording links in CRM when your stack supports it.
Best for & common use cases
Remote sales teams that need reliable video links on every customer touchpoint.
- Demo and discovery calls with join links stored on the deal timeline.
Expected outcomes
- Faster lead handoff between tools and CRM owners
- Cleaner activity history for follow-up and reporting
- Lower manual copy-paste errors in the pipeline
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.