Integrations with video communication services – convenient online meetings with just a few clicks!

The modern workflow requires fast and easy communication, so Google Meet, Zoom, or Teams are ideal solutions for business communication. With integrations, you can schedule calls, create links, and join video meetings directly from your Workspace.

Go to the Activities section. Then click on the gear icon and select Integrations with video services.

In the window that opens, in the Google Meet section, click the Connect button.

You will be redirected to an external page to select the necessary Google account. Log in to the account that your browser recognizes.

Alternatively, you can use another account.

Then, provide the necessary consent to continue.

Be sure to check the checkbox. This will allow the exchange of necessary information between the services.

After that, you will be redirected back to your Workspace. The connection and integration are complete. You can now use Google Meet and create video meeting links directly in activity cards.

At any time, you can remove the connection from your Workspace. To do this, click the trash can icon in the Google Meet block.

Confirm your action.

As a result, you will NO longer be able to use Google Meet to create new meeting links directly in the Workspace. If you try to do so, the system will open the integration connection window.

However, the links already created will remain in the active cards (i.e., those that are not completed or canceled).

Open the activity card of an existing scheduled activity. The Schedule a meeting in Google Meet button will already be available in it.

After clicking it, a link to the video meeting will be generated.

You can copy it and send it to the client.

At the scheduled meeting time, click Join to start the conversation.

You will be redirected to a separate Google Meet page.

After confirming the connection, the call window will open.

Now, just wait for your colleagues and clients to join.

Go to the Activities section. Then click on the gear icon and select Integrations with video services.

In the window that opens, click the Connect button in the Zoom block.

You will be redirected to an external page to sign in to your Zoom account via the browser if you're not signed in yet.

After that, provide the necessary consent to continue by clicking Allow. This will enable the exchange of required information between the services.

You will be redirected back to your Workspace. The connection and integration are complete. Now, use the Zoom service and create video meeting links directly in the activity cards.

At any time, you can remove the connection from your Workspace. To do this, click the trash can icon in the Zoom block.

Then, confirm your actions.

As a result, you will NO LONGER be able to use Zoom to create new video meeting links directly in the Workspace. If you try to do so, the system will open a window for reconnecting integrations.

However, previously created links will remain in the active activity cards (i.e., those that are not completed or canceled).

Open the card of a scheduled activity. You will see the Schedule Zoom meeting button.

After clicking it, a video meeting link will be generated.

You can copy it and send it to the client.

At the scheduled time click Join to start the meeting.

After clicking the link, you will be redirected to a browser page, from which you will be directed to the Zoom application installed on your computer.

After that, the call window will open. You just need to wait for your colleagues and clients to start the scheduled video meeting.

If you have additional questions or you need to contact the support, send a request to this email [email protected]