Welcome to Meetingflow! We're excited to help you on your way to saving time and feeling more prepared for every customer meeting.
New User Setup Checklist
Connect your calendar
Go to app.meetingflow.com and select "Continue with Google"
Manually select all 3 boxes when prompted
Allowing the full integration powers time saving features, such as automatically pulling in meeting information like attendees, meeting time/date (even if it changes!), and flagging whether an attendee is not in your CRM.
Go to app.meetingflow.com and select "Continue with Microsoft"
Click accept when prompted
Allowing the full integration powers time saving features, such as automatically pulling in meeting information like attendees, meeting time/date (even if it changes!), and flagging whether an attendee is not in your CRM.
Install the Meetingflow plugin to create or access Meetingflows from your calendar
Install the Google Chrome extension
The Meetingflow Chrome extension allows you to create a new Meetingflow, or access an exiting one, directly from your calendar view
Install the Microsoft add-in app
The Meetingflow Microsoft add-in app extension allows you to create a new Meetingflow, or access an exiting one, directly from within your calendar event
Connect to CRM to enable Meetingflow Pipeline for in-line opportunity editing with AI insights and CRM updates from within the meeting notes view
Enabling a customer facing team? Check out this guide that covers adding custom CRM fields
Connect your Salesforce account
By connecting your Salesforce account, Meetingflow can associate meetings with accounts or opportunities, flag if an attendee is not in Salesforce, and enable Salesforce records to be quickly updated and meetings logged all from the same page.
1. From within any Meetingflow, select the Integrations button on the right panel
2. Select Salesforce from the popup window
3. Log in with your Salesforce credentials in the popup window
4. After receiving confirmation, you will see a Salesforce icon in the right panel where you can find relevant accounts and opportunities
Connect your Hubspot account
By connecting your Hubspot account, Meetingflow can associate meetings with companies or deals, flag if an attendee is not in Hubspot, and enable Hubspot records to be quickly updated and meetings logged all from the same page.
1. From within any Meetingflow, select the Integrations button on the right panel
2. Select Hubspot from the popup window
3. Log in with your Hubspot credentials in the popup window
4. After receiving confirmation, you will see a Hubspot icon in the right panel where you can find relevant companies and deals
Connect to Slack to get meeting reminders and to share meeting updates with your team
Connect your Slack account
By connecting your Slack account, you can send get helpful meeting reminders with a direct link to your plans and quickly post meeting summaries to keep your team proactively updated.
1. From within any Meetingflow, select the Integrations button on the right panel
2. Select Slack from the popup window
3. Log in with your Slack credentials in the popup window and select "Allow"
4. After receiving confirmation on screen, you will see a Slack icon in the right panel where you can select a channel and post a meeting update
Pro tip: have a private slack channel you want to post to? First invite the Meetingflow Slack App (just like you would another person) to the Slack channel. You should then see that channel as an option in the dropdown menu
Congratulations on configuring your account!
