To use JioMeet, you must:
- Step1: Install the Conference extension from Add-Ons
- Step 2: Activate or sync JioMeet with the CRM by signing in.
Step 1: Installing the Conference extensionFollow these steps to install the Conference application:
- Log in to your CRM.
- Click the User Menu in the top right corner.
- Click Settings.
- Go to Extensions.
- Click Add-Ons.
- Search for Conference.
- Click Install.
JioMeet will be available in Add Events > Activity Type field when you are setting up meetings.
Step 2: Signing into JioMeet Through Vtiger CRMJioMeet 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 install the Conference application:
- Log in to your CRM.
- Click the Main Menu.
- Go to Essentials.
- Select Events.
- Click Sync.
- Click Sign in beside the JioMeet application.
- Enter your Username and Password in the JioMeet sign-in window.
- 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.