Knowledge Base

Topics
Installing the Google Meet integration
Using Google Meet with Scheduler

Pipedrive Integration: Google Meet

JT
Jenny Takahara, November 13, 2024

Pipedrive’s integration with Google Meet lets you add Google Meet video links to your activities and Scheduler invites.


Installing the Google Meet integration

Note: You can also install the integration directly from our Marketplace or from the Scheduler window.

Open any new or existing activity in Pipedrive and click on video call > Install video call integration > Google Meet meeting.

You‘ll be directed to our Marketplace page, where you‘ll click “Install now,” log in to Google Meet and grant Pipedrive access to your Google account.

After the authorization is successful, you can click ”Make it a Google Meet meeting“ to add a video call link to your activity.

Note: Active calendar sync is required to send activity invites. Learn how to sync your calendar in this article. We recommend using the same Google account for the calendar sync authentication and Googe Meet integration. This will ensure that calendar invites and Google Meet links are associated with the same account.

Adding links to activities

To get started, open a new or existing activity and click ”Make it a Google Meet meeting.“

A description will be populated for the activity invite, including a unique Google Meet video call link for the invited guests.

The location of the meeting will be set as the Google Meet link.

When the time for the meeting comes, you can join directly from the activity or the detail page of the linked contact, deal or organization.


Using Google Meet with Scheduler

Note: To learn more about our Scheduler feature, check out this article.

To add a Google Meet link to a Scheduler availability, go to Activities > Meeting scheduler > Manage availability.

Choose an existing availability to edit, or click ”Create new availability“ to add a new one.

When you get to meeting details, click ”Make it a Google Meet meeting.“

The status will change to Google Meet meeting, but unlike an activity, the link won‘t appear in the description.

When an appointment is scheduled using that availability, a Google Meet link will be created and sent to you and the other person through your confirmation emails.

Was this article helpful?

Yes

No

Related articles

Got any questions?

Contact us