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    Integrations

    Connect Meetric with your existing tools and workflows. Sync conversations with your CRM, automate meeting attendance and push insights where your team works.

    Available Integrations#

    Meetric integrates with the tools you already use, creating a seamless workflow from meeting to action.

    Note

    The integrations visible in your workspace depend on your account whitelist and plan. If you do not see a provider you need, contact your account admin to request whitelist access.

    Google Calendar

    Calendar

    Available
    • Auto-join meetings
    • Sync attendees
    • Detect meeting types

    Outlook Calendar

    Calendar

    Available
    • Microsoft 365 sync
    • Teams integration
    • Exchange support

    Pipedrive

    CRM

    Available
    • Sync conversations
    • Update deals
    • Create activities

    HubSpot

    CRM

    Available
    • Contact sync
    • Deal tracking
    • Activity logging

    Salesforce

    CRM

    Available
    • Account sync
    • Opportunity updates
    • Custom objects

    Slack

    Communication

    Available
    • Notifications
    • Share insights
    • Bot commands

    Tip

    The list below shows common integrations. Your actual list in Settings → Integrations may differ based on workspace configuration.
    Current Integrations page in Settings
    Example Integrations page showing provider availability by workspace configuration

    Calendar Integration#

    Connect your calendar to enable automatic meeting detection and bot attendance.

    Google Calendar Setup#

    1. Navigate to Settings → Integrations
    2. Click "Connect" on the Google Calendar card
    3. Sign in with your Google Workspace account
    4. Authorize the requested calendar access permissions
    5. Return to Integrations and confirm the provider shows as connected

    Permissions

    Meetric only reads calendar events with video meeting links. We don't access event descriptions, private events or calendar events without meeting links.
    What Meetric Accesses
    ✓ Event title (to identify meeting type)
✓ Event time (to know when to join)
✓ Meeting link (Zoom, Meet, Teams URL)
✓ Attendee list (to identify participants)

✗ Event description/notes
✗ Private events
✗ Events without meeting links
✗ Calendar permissions to create/edit events

    Outlook Calendar Setup#

    1. Navigate to Settings → Integrations
    2. Click "Connect" on the Outlook card
    3. Sign in with Microsoft 365 account
    4. Authorize Meetric application permissions
    5. Return to Integrations and confirm the provider shows as connected

    Tip

    For Microsoft Teams meetings, Meetric can join directly without additional setup. The bot will appear in your Teams organization.

    Auto-Join Rules#

    Use Manage Notetaker from the calendar section to configure join behavior. In current UI, Integrations is primarily the connection surface; detailed notetaker join preferences are managed in the dedicated settings screen.

    • Connect/disconnect Google or Microsoft calendar accounts in Settings → Integrations
    • Open Manage Notetaker to configure join method and meeting scope behavior
    • Use that settings area for policy controls instead of expecting advanced join-rule controls on this page

    CRM Integration#

    Sync conversation data with your CRM to keep contact records updated and enable sales intelligence workflows.

    Pipedrive Integration#

    Connect Pipedrive:

    1. Go to Settings → Integrations
    2. Click "Connect" on Pipedrive card
    3. Enter your Pipedrive domain
    4. Authorize Meetric to access:
      • Contacts and organizations
      • Deals and pipeline stages
      • Activities and notes
    5. Configure sync settings

    What Gets Synced:

    Meetric → Pipedrive
    • →Conversation summaries as notes on deals
    • →Action items as activities
    • →Sentiment scores as custom fields
    • →Meeting participants matched to contacts
    Pipedrive → Meetric
    • →Contact names and emails for participant matching
    • →Deal stages for conversation context
    • →Custom fields for filtering

    Tip

    Enable two-way sync to automatically create Pipedrive activities when conversations are recorded. Activity notes will include meeting summary and action items.

    HubSpot Integration#

    Connect HubSpot to sync conversations with contacts, companies and deals:

    1. Navigate to Settings → Integrations → HubSpot
    2. Click "Connect HubSpot"
    3. Authorize the HubSpot app
    4. Select objects to sync:
      • Contacts
      • Companies
      • Deals
      • Custom objects
    5. Map Meetric fields to HubSpot properties
    6. Set sync frequency (real-time, hourly, daily)
    Field Mapping Example
    Meetric Field          → HubSpot Property
-------------------    --------------------
Conversation Summary   → Last Meeting Notes
Sentiment Score        → Customer Sentiment
Action Items           → Tasks
Next Steps             → Next Activity
Participants           → Associated Contacts
Department             → Deal Stage

    Salesforce Integration#

    Enterprise-grade integration with Salesforce:

    1. Install Meetric package from Salesforce AppExchange
    2. Authorize connection from Settings → Integrations
    3. Configure object mapping:
      • Conversations → Custom Object "Meetric_Conversation"
      • Participants → Contacts/Leads
      • Action Items → Tasks
      • Insights → Account/Opportunity fields
    4. Set up field-level security
    5. Configure workflow rules and automation

    Note

    Salesforce integration supports custom objects, apex triggers and process builder. Contact support for enterprise deployment assistance.

    API Integration#

    Build custom integrations using Meetric's REST API.

    API Overview#

    RESTful API

    Standard HTTP methods (GET, POST, PUT, DELETE)

    JSON Format

    All requests and responses use JSON

    Authentication

    API key or OAuth 2.0 authentication

    Rate Limits

    1000 requests/hour (contact for higher limits)

    For complete API documentation, see the API Reference.

    Quick Start#

    Example API Call (cURL)
    # Get all conversations
curl -X GET "http://127.0.0.1:44449/api/v1/conversations" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "X-Account-ID: your_account_id"

# Create a conversation from upload
curl -X POST "http://127.0.0.1:44449/api/v1/conversations" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "X-Account-ID: your_account_id" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Client Discovery Call",
    "date": "2024-01-15",
    "participants": ["[email protected]"],
    "recording_url": "https://example.com/recording.mp4"
  }'

    Troubleshooting#

    Common integration issues and their solutions.

    Calendar not syncing

    Solutions:

    • Verify calendar permissions weren't revoked
    • Check that calendar contains video meeting links
    • Ensure auto-join rules are enabled
    • Reconnect the calendar integration

    Bot not joining meetings

    Solutions:

    • Confirm meeting has video link in calendar
    • Check auto-join rules match the meeting
    • Verify bot wasn't manually removed from meeting
    • Ensure meeting hasn't started more than 10 minutes ago

    CRM sync not working

    Solutions:

    • Verify CRM permissions are still valid
    • Check field mappings are correct
    • Ensure sync is enabled in settings
    • Review error logs in Settings → Integrations → Logs

    Note

    Still having issues? Contact support from Settings → Help & Support or email [email protected] with your integration logs.

    Next Steps

    Your integrations are set up! Here's what to explore next:

    Explore the API

    Build custom integrations and automations

    Configure Settings

    Fine-tune your account and team preferences