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JioMeet Integration with Vtiger CRM

This article will teach you how to integrate and use JioMeet in Vtiger CRM. Let us get started.
A
Abdul Sameer
22 Nov, 2022 - Updated 12 days ago
Table of Contents

Introduction

JioMeet is a video-communication app developed by Reliance and is now accessible in Vtiger CRM. 

With the JioMeet integration in Vtiger CRM, you can connect and collaborate with your contacts or co-workers with real-time video calls. For every JioMeet meeting you create, a record is created in the CRM. 

These records are available in the Events module's List View. You can open each record to see the meeting details and update or delete them if required.

 

So how does JioMeet work with Vtiger CRM?

Simply install the Conference extension and configure JioMeet in Vtiger CRM. And while you are setting up a meeting event, select the type of meeting as JioMeet. Send the JioMeet link through an email, as an event alert, through the Webchats window, etc., directly from the CRM.

Features 

Following are the features offered by JioMeet:

  • Calls can last up to 23 hours and 30 minutes. 
  • Calling features and functionalities are free of cost.
  • Users can switch devices during a meeting.
  • Users can extend the host’s video call using a double-tap option.
  • Enable sign-in by mobile number or email ID.
  • Highlight nine active users at a time on a single screen.
 

Commendable, isn't it? You can use JioMeet directly in the following modules of Vtiger CRM:

  • Events
  • Contacts
  • Deals 
  • Webchats

Benefits

Following are the benefits of integrating JioMeet into Vtiger CRM: 

  • Schedule customer meetings directly from the CRM. 
  • Host sales demos, training sessions, weekly sales meetings, and other events from the CRM.
  • Create meeting records and save minutes of meeting for future reference.
  • Connect from any device as JioMeet provides a device-independent network. 
  • Witness enhanced meeting experience with optimized user experience and HD video quality.
  • Secure all conference meetings with highly protected encryption and a strong password that guarantees complete secrecy and keeps data secure.

In this article, you will learn how to integrate and use JioMeet in Vtiger CRM. Let us get started.

Integration and using JioMeet with Vtiger CRM involve the following:

  • Installing Conference application from Add-Ons.
  • Signing into JioMeet through Vtiger CRM.
  • Enabling the sync between JioMeet and Vtiger CRM.
  • Creating a JioMeet meeting from Events, Contacts, Deals, Emails and Webchats module.
  • Receiving the meeting record link from Jio.
  • Deleting a scheduled JioMeet meeting.
  • Deactivating JioMeet integration.

Key Terminology

 

Conference Application

You can use the Conference application to talk directly to your customers and customer-facing teams from your CRM. Third-party conferencing applications integrated with Vtiger CRM, like JioMeet, Zoom Meet, Google Meet, Teams Meeting, and Webex Meeting, are available under this app in Vtiger CRM. 

Host

For scheduled meetings, the person who scheduled the meeting is the host. The scheduler can specify other people as alternate hosts when scheduling a meeting.

Client ID

It is a secret authentication code that identifies its user or program. These unique identifiers secure your applications from cyber abuse or malicious use.

Client Secret

It is a confidential key confined only to the application and the authorization server. It is a cryptographically-secure key.

Integrating JioMeet in Vtiger CRM

To integrate JioMeet with Vtiger CRM, you must have an active JioMeet account.

Integrating JioMeet with Vtiger CRM involves the following:

  • Step 1: Installing the Conference add-on in Vtiger CRM.
  • Step 2: Signing into JioMeet through Vtiger CRM.

Step 1: Installing Conference Application

Follow these steps to install the Conference application:

  1. Log in to your CRM.
 
  1. Click the User Menu in the top right corner.
  2. Click Settings.
 
  1. Go to Extensions.
  2. Click Add-Ons.
 
  1. Search for Conference.
  2. Click Install.

Now you can sign into multiple video calling applications such as JioMeet, Google Meet, Teams Meeting, etc., and start using them inside Vtiger CRM. 

Step 2: Signing into JioMeet Through Vtiger CRM

JioMeet is secured and needs OAuth to integrate into Vtiger CRM. You will need to generate JioMeet Client ID and Client Secret to get API tokens. These tokens are used to set up OAuth. To learn more about OAuth APIs and Meeting Management APIs, click here.

Follow these steps to sign in to JioMeet through Vtiger CRM:

  1. Log in to your CRM account.
 
  1. Click the Main Menu.
 
  1. Go to Essentials.
  2. Select Events.
 
  1. Click Sync.
 
  1. Click Sign in beside the JioMeet application.
 
  1. Enter your credentials in the JioMeet sign-in window - Username and Password.
  2. Click Sign in

You are now authorized to use JioMeet from Vtiger CRM. You can now create meetings and fetch details from the relevant records to send invites and remind the participants of the scheduled meeting.

 

Using JioMeet

Now that you have activated JioMeet by installing the Conference application, you can now get started using it.

JioMeet is available in the following modules as different options:

  • Contacts - Schedule Conference option
  • Deals - Schedule Conference option
  • Emails - Insert Links option
  • Events - Activity Type dropdown
  • Webchats - Schedule Conference option

Did you know?

In Vtiger CRM, the Schedule Conference field refers to a meeting you want to schedule with your contact.

Creating a JioMeet Meeting from Events 

Follow these steps to create a JioMeet meeting from the Events module:

  1. Log in to your CRM account.
 
  1. Click the Main Menu.
 
  1. Go to Essentials.
  2. Select Events.
 
  1. Click +Add Event.
 
  1. Enter or select the following information:
    1. Event Name: Enter a Name for the event.
    2. Activity Type: Select JioMeet from the drop-down.
    3. Start Date & Time: Enter the starting date and time of the event.
    4. End Date & Time: Enter the ending date and time of the event.
    5. Description: Enter a description for the event.
    6. Participants: Select the participants for the event.
    7. Click More Fields or View full form to add other details like Agenda, Location, etc.
  2. Click Save.
 
  1. Click Send to send invite emails to the participants.

If the participants accept the email invitation, an event is added and a reminder is set on their calendars. 

Special Cases:

  • When an Event is created with the type All day in the CRM, it may create an event for a duration of 24 hours as it fetches the starting date and time and ending date and time for the event depending on the business hours you have set in Vtiger CRM. 
  • If an Event is created with Recurring Event enabled, it will keep occurring at a set frequency. 

 

Creating a JioMeet Meeting from Contacts or Deals

You can send the JioMeet Meeting link from an individual contact or deal record. The recipient can accept your request and click on the link you sent to join the meeting. Now let us see how you can accomplish this. 

 

Handy Hint

Avoid delays and confusion. Have all the information before creating an event in the CRM.

 

Let us consider the Contacts module here. The same steps also apply to the Deals module. 

Follow these steps to create a JioMeet Meeting from the Contacts module:

  1. Log in to your CRM account.
 
  1. Click the Main Menu.
 
  1. Go to Essentials.
  2. Select Contacts.
  3. Open any contact record.
 
  1. Click the More icon on the top right corner of the record.
  2. Select Log a meeting from the drop-down.
 
  1. Enter or select the following information:
    1. Event Name: Enter a Name for the event.
    2. Activity Type: Select JioMeet from the drop-down.
    3. Start Date & Time: Enter the start date and time of the event.
    4. End Date & Time: Enter the end date and time of the event.
    5. Description: Enter a description for the event.
    6. Participants: Select the participants for the event.
    7. Click More Fields or View full form to add other details like Agenda, Location, etc.
  2. Click Save.
 
  1. Click Send to send the invite to the contact. The event is sent to all contacts if you have added more than one contact.
 

Note: Remember to send an email and inform your contacts about the scheduled meeting.

 

Creating a JioMeet Meeting from Emails 

You can send a JioMeet meeting link to your contacts or co-workers from the Compose Email window. For example, let us send a meeting link from the Deals module.

Follow these steps to create a JioMeet Meeting from the Deals module:

  1. Log in to your CRM account.
 
  1. Click the Main Menu.
 
  1. Go to Sales.
  2. Select Deals.
  3. Open any deal record.
 
  1. Click the Email icon on the top right corner of the record.
 
  1. Select Email Preferences as per requirement.
  2. Click Proceed.
 
  1. Click the Insert Links dropdown from the Compose Email window.
  2. Select the Schedule Conference option.
 
  1. Enter or select the following information:
    1. Event Name: Enter a Name for the event.
    2. Activity Type: Select JioMeet from the drop-down.
    3. Start Date & Time: Enter the start date and time of the event.
    4. End Date & Time: Enter the end date and time of the event.
    5. Description: Enter a description for the event.
    6. Participants: Select the participants for the event.
    7. Click More Fields or View full form to add other details like Agenda, Location, etc.
  2. Click Add. Your email now has all the meeting information.
 
  1. Add email content in the text window.
  2. Click Send.
 

Note: You can also select an existing email template by clicking the Select Email Template button instead of typing it from scratch. To learn more about Email Templates, click here.

 

Did you know?

Vtiger CRM picks up the text in the Subject field as the Event Name in the Schedule Conference window. You can also edit the Event Name field and add your content.

Creating a JioMeet Meeting from Webchats

Good news for Customer Support teams! You can now set up a meeting with a customer you are interacting with in the CRM.

Follow these steps to create a JioMeet Meeting from the Webchats module:

  1. Log in to your CRM account.
 
  1. Click the Main Menu.
 
  1. Go to Help desk.
  2. Select Live Chats (or Webchats).
  3. In the Webchat console, click the required conversation.
 
  1. Click More in the top right corner. 
  2. Select Log a Meeting from the dropdown.
 
  1. Enter or select the following details in the Schedule Conference window: 
    1. Event Name: Enter a Name for the event.
    2. Activity Type: Select JioMeet from the drop-down.
    3. Start Date & Time: Enter the start date and time of the event.
    4. End Date & Time: Enter the end date and time of the event.
    5. Description: Enter a description for the event.
    6. Participants: Select the participants for the event.
    7. Click More Fields or View full form to add other details like Agenda, Location, etc.
  2. Click Save.
  3. You can send the JioMeet Meeting link from:
    1. The conversation in Webchats, or,
    2. An Email compose window

Meeting Record Link in the CRM

When a user changes the event status to Held, Vtiger CRM connects to Jio and fetches the meeting recording URL if the meeting was recorded. This URL appears in the Recording Link field in the CRM’s event record. 

 

Deleting a Scheduled JioMeet Meeting

You can delete a scheduled JioMeet meeting just by deleting the Event record created to schedule the meeting. 

Follow these steps to delete a scheduled JioMeet Meeting:

  1. Log in to your CRM account.
 
  1. Click the Main Menu.
 
  1. Go to Essentials.
  2. Select Events.
  3. Open the Event record created for the scheduled meeting.
 
  1. Click the More button on the top right corner of the screen.
  2. Click the Delete icon.
 
  1. Click Yes, delete

As soon as the Event record is deleted, the scheduled JioMeet Meeting will be canceled and the meeting link will be disabled.

Deactivating JioMeet 

To deactivate JioMeet in your CRM

  • First, revoke access to JioMeet from Events > Sync
  • Then uninstall the Conference extension.

Revoking JioMeet’s Sync Access 

If you wish to remove the JioMeet application’s access to sync records from the CRM, go back to the Sync window and revoke JioMeet’s access to sync with Vtiger CRM.

Follow these steps to revoke JioMeet’s access to sync:

  1. Log in to your CRM account.
 
  1. Click the Main Menu.
 
  1. Go to Essentials.
  2. Select Events.
 
  1. Click the Sync button.
 
  1. Click Revoke Access beside JioMeet.

The JioMeet application’s access to sync events and other records is now revoked.

 

Note:

  • Existing events created will not be deleted. 
  • Recording links are retained if they are already fetched.
 

Related Articles

  1. Using Zoom Meetings in Vtiger CRM
  2. Using Teams Meetings in Vtiger CRM
  3. Using Goole Meet
  4. Using Webex Meetings in Vtiger CRM
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