What is Google Meet?

Google Meet is a video conferencing service from Google. It's a great solution for both individuals and businesses to meet on audio and video calls. Google Meet is available on the web, and phones and tablets for Android and iOS.

What is EngageBay?

EngageBay is an all-in-one CRM that provides marketing, sales, and support so that you can easily attract leads and convert them into customers. It offers CRM, helpdesk, live chat software, and marketing automation tools to speed up your business.

EngageBay-Google Meet Integration Features

Enhance Your EngageBay Contacts’ Information
Have access to one of the most widely-used communication tools

With the EngageBay - Google Meet integration, you have access to one of the world’s most popular communication channels. While EngageBay users are already empowered with a wide range of communication channels such as Emails, Calls, Texts, and Chats; they’ll now be able to execute virtual audio/video meetings as well.

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Set up calls directly from the scheduler

With the EngageBay - Google Meet integration, you can sync your scheduler with Google Meet as your default video conferencing option and a Google Meet link will automatically be served with each appointment scheduled, making it easier to directly get on a virtual meeting without installing any third-party application.

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View meeting details in your Activities instantly

With the EngageBay - Google Meet integration, you can now directly choose Google Meet as your default video conferencing option while scheduling or editing Activities. No more manual entries required, it is automatically set up to go.

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Be fully informed before a call

Know everything you need to know about the prospect or customer before a call. You’ll easily find meeting agendas, participants, ongoing conversations, notes, and sales activities before executing the call. Also check out all the meeting details from the Contact and Details pages with the agenda. Swiftly join meetings with a click and lead conversations.

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Record and save your conversations

With the EngageBay - Google Meet integration, you can now record all your calls/meetings at the click of a button. Once your meetings are completed, your saved cloud recordings are directly accessible from EngageBay CRM. Use them for all future referencing.

Key Features of the EngageBay - Google Meet integration

Schedule a meeting from the Events, Contacts, and Deals in EngageBay CRM.

Send meeting links through email, webchat, and meeting invites.

Set reminders to aid you in following up on the email invites sent.

Set notifications to remind invitees to attend the meeting.

Track Google Meet invites sent by email.

Add captions in real-time during a meeting.

Record your meetings for future referencing

Want to Integrate EngageBay with Google Meet?

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Getting started with the Google Meet integration

Google Meet is a browser-based video collaboration platform for G Suite users. Host or join meetings with colleagues instantly, share screens, discuss over chat during calls, and share videos in a click .With the GoogleMeet integration, Engagebay users can generate Instant Google Meet links in just one click and connect to users.

Configuration: You can configure the Google Meet integration in your EngageBay application by following the steps below:

Login to EngageBay Application

Login to the Engagebay application using your credentials


Profile Picture

After logging in on the top right corner of the page, you can see the profile picture icon. Click on the icon and you will see a drop down menu with a list. Select the ‘Preferences’ option from the menu.



After clicking on ‘Preferences’, you can see the preferences page.On the left side panel, you can see a list. Click on ‘Gadgets' and you can see all the available widgets including Google Meet with the enable button below.


Enable the Button

Click on the ‘Enable’ button and Google will ask you for permissions to enable Google Meet. Remember to select the connected Google account first.

After choosing an account, you can see a permission page as below. Now click on the ‘Allow’ button to enable Google Meet.



Once enabled, you can see the EngageBay dashboard

For confirmation, follow steps 2 and 3 again, and now you will see the Google Meet icon with a tick mark indicating that it is now enabled.



Now on the top Navigation bar, you can see ‘Contacts'. Click on the contacts button and you will see a drop-down menu. From that menu, select ‘Contacts' and the contacts page gets displayed on the screen with all available contacts.


Click on the Email Icon

Double click on a contact and you can see all the contact details. Now on the left panel, you can see a small navigation bar under the contact’s name with an Email icon.Click on that email icon and a pop up will appear on the right side of the screen as below.


Meetings dropdown in Editor

In the pop-up you can see an editor with a ‘Meetings' option.When you click on meetings, you can see a drop-down menu with all enabled meeting widgets. In that drop-down, you will see Google Meet but only when it is enabled.

When you click on Google Meet, you can see a pop-up at the top called ‘Google Meet Link’. There you can select start time and end time with the help of a calendar.



After selecting start time and end time, click on the ‘Save’ button. After clicking on it, the date and time gets saved and a Google Meet link is generated along with other necessary details on the right panel box.

Now you can send the Google Meet link by clicking on ‘Send Now’ to the selected emails.


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