Documentation/Integrations

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.

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

Note

New integrations are added regularly. Request an integration from Settings → Integrations → Request Integration.

Calendar Integration#

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

Google Calendar Setup#

Navigate to Settings → Integrations
Click "Connect" on the Google Calendar card
Sign in with your Google Workspace account
Grant Meetric permission to:
- Read calendar events
- Access video meeting links
- View attendee lists
Select which calendars to monitor (primary, shared calendars)
Configure auto-join rules

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#

Navigate to Settings → Integrations
Click "Connect" on the Outlook card
Sign in with Microsoft 365 account
Authorize Meetric application
Select calendar access scope:
- Personal calendar only
- Shared team calendars
- Organization calendar (admin approval required)
Configure Teams meeting preferences

Tip

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

Auto-Join Rules#

Configure which meetings the bot should automatically join:

External Participants Only

Join meetings with attendees outside your organization

Recommended

Keyword Matching

Join if title contains specific keywords (e.g., 'client', 'demo')

All Meetings

Join every meeting with a video link

Manual Only

Never auto-join, you invite bot to specific meetings

Calendar integration settings — Configure which calendars to monitor and auto-join rules

CRM Integration#

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

Pipedrive Integration#

Connect Pipedrive:

Go to Settings → Integrations
Click "Connect" on Pipedrive card
Enter your Pipedrive domain
Authorize Meetric to access:
- Contacts and organizations
- Deals and pipeline stages
- Activities and notes
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:

Navigate to Settings → Integrations → HubSpot
Click "Connect HubSpot"
Authorize the HubSpot app
Select objects to sync:
- Contacts
- Companies
- Deals
- Custom objects
Map Meetric fields to HubSpot properties
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:

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

Note

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

Webhooks#

Receive real-time notifications when events occur in Meetric.

Setting Up Webhooks#

Navigate to Settings → Integrations → Webhooks
Click "Create Webhook"
Enter your endpoint URL (must be HTTPS)
Select events to subscribe to
Configure authentication (secret key, OAuth, etc.)
Test the webhook
Save and activate

Webhook configuration — Set up webhooks to receive real-time notifications for conversation events

Available Events#

conversation.created

Triggered when a new conversation is created

Payload: conversation_id, title, date, participants

conversation.processed

Triggered when AI processing completes

Payload: conversation_id, summary, insights, action_items

conversation.updated

Triggered when conversation details are modified

Payload: conversation_id, changed_fields

action_item.created

Triggered when a new action item is identified

Payload: action_item_id, description, assigned_to, due_date

insight.generated

Triggered when new insights are extracted

Payload: conversation_id, insight_type, content, confidence

Example Webhook Payload

{
  "event": "conversation.processed",
  "timestamp": "2024-01-15T10:30:00Z",
  "account_id": "acc_abc123",
  "data": {
    "conversation_id": "conv_xyz789",
    "title": "Q1 Planning with Acme Corp",
    "date": "2024-01-15",
    "duration": 3600,
    "participants": ["[email protected]", "[email protected]"],
    "summary": "Discussed Q1 product roadmap...",
    "action_items": [
      {
        "id": "ai_001",
        "description": "Send product specs to John",
        "assigned_to": "[email protected]",
        "due_date": "2024-01-20"
      }
    ],
    "sentiment": {
      "score": 0.85,
      "label": "positive"
    }
  }
}

Webhook Security#

Secure your webhooks with these best practices:

HTTPS Only: All webhook URLs must use HTTPS
Secret Validation: Verify `X-Meetric-Signature` header
IP Whitelisting: Restrict to Meetric's IP ranges
Rate Limiting: Implement rate limits on your endpoint
Retry Logic: Handle failures gracefully (we retry up to 3 times)

Signature Verification (Node.js)

const crypto = require('crypto');

function verifyWebhook(payload, signature, secret) {
  const expectedSignature = crypto
    .createHmac('sha256', secret)
    .update(JSON.stringify(payload))
    .digest('hex');
  
  return crypto.timingSafeEqual(
    Buffer.from(signature),
    Buffer.from(expectedSignature)
  );
}

// In your webhook handler
app.post('/webhooks/Meetric', (req, res) => {
  const signature = req.headers['x-Meetric-signature'];
  const isValid = verifyWebhook(req.body, signature, process.env.WEBHOOK_SECRET);
  
  if (!isValid) {
    return res.status(401).send('Invalid signature');
  }
  
  // Process webhook
  handleMeetricEvent(req.body);
  res.status(200).send('OK');
});

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://127.0.0.1:43131/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://127.0.0.1:43131/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

Webhook not receiving events

Solutions:

Verify webhook URL is accessible (HTTPS)
Check webhook is activated in settings
Review webhook delivery logs
Test with webhook.site to verify payload format

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