Google Meet

Scheduling Google Meet Calls with 3sigma CRM

Once you connect your Google Calendar, you can set up Google Meet calls directly from 3sigma CRM. This lets you schedule, share, and track meetings without leaving the CRM, keeping everything organized and in one place.

Why Use Google Meet in 3sigma CRM?

1. Easily Schedule Client Calls:

   • Schedule Google Meet calls with clients directly from the CRM, so you don’t need to switch apps.

2. Automatic Calendar Sync:

   • When you create a Google Meet in 3sigma CRM, it’s automatically added to your Google Calendar, making it easy to view all upcoming meetings.

3. Quick Link Sharing:

   • The Google Meet link is generated and saved in 3sigma CRM. Share it with clients instantly from the app.

4. Automatic Meeting Logging:

   • Each Google Meet is logged in your CRM activity timeline, so you can keep track of all your client interactions, including emails, calls, and video meetings.

How to Set Up and Use Google Meet in 3sigma CRM

1. Connect Google Calendar:

   • Go to web.3sigmacrm.com, log in, and go to Integrations. Connect your Google Calendar to enable Google Meet scheduling.

2. Create a Google Meet Task:

   • On either the mobile app or web:

     • Open Tasks and select New Task.

     • Choose Google Meet as the task type.

   That’s it! The Google Meet link is automatically added, and the meeting appears in both 3sigma CRM and your Google Calendar.

3. Share the Link:

   • Copy and share the Google Meet link directly from 3sigma CRM with clients or team members.

4. Track the Meeting in Timeline:

   • Every Google Meet call is automatically logged, so you can view it along with other client interactions in your CRM timeline.

With these steps, setting up and sharing Google Meet calls in 3sigma CRM is quick and easy, helping you stay organized and keep all client communication in one place.