Home > FAQs > How do I create a meeting or schedule a conference with Google Meet in the Deals Module?

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What is Google Meet? How does Google Meet work with Vtiger CRM? From which modules can I use Google Meet in Vtiger CRM? How do I install Google Meet? Can I sync a Vtiger event with Google Calendar? Where is Google Meet available in Vtiger CRM? How do I use Google Meet from the Events module? How do I send a Google Meet link from the Contacts module? How do I send a Google Meet link through email? How do I set up a meeting with a customer from the chat window and send them a Google Meet link?

How do I create a meeting or schedule a conference with Google Meet in the Deals Module?

You can create or schedule a conference (meeting) from a deal record in the following ways:

From the record in the List View by using the Email icon
From the record's Summary View by using the Email icon, Log a Meeting, or Schedule Conference (under More)

From the record in the List View by using the Email icon.
Follow these steps to schedule a conference with Google Meet from a deal record:

Log in to the CRM.
Go to the Main Menu
Click Sales
Click Deals. The Deals List View screen is displayed
Hover on the deal record for which you want to create an event (meeting)
Click the Email icon
Enter or select the following information in the Compose Email window
1. To - Enter the name of the person to who you are sending the meeting request
2. Type the first three letters of the recipient’s name and click to select
3. Click the drop-down beside the To field to select the contact type (Contact, Organization, Vendor, Employee, etc.)
4. Add contacts to CC and BCC fields if you need to forward the email to others
5. Click More to display and enter the following information
  1. From - Add the from email address
  2. Reply To - Add the email address to receive the email
  3. Add CC and BCC - Add email addresses to send Ccand Bcc emails
  4. Subject - Add the subject of the email
6. Click the Insert Links drop-down
7. Select the Schedule Conference option
8. Enter the following in the Schedule Conference window
  1. Enter Event Name - Enter the name of the event
  2. Type of meeting - Select Google Meet
  3. Start Date - Enter the start date
  4. Start Time - Enter the start time
  5. Duration - Enter the estimated duration of the meeting
  6. Click Add. The system displays a message asking if you want to send an email to the invitees with the meeting details
  7. Click Send. The meeting information will be added to your email
Add email content in the text window
1. Note: You can select an existing email template instead of typing out content. You can also attach documents (if any) using the Attach Files link
Click Send

From the record Summary View using Email icon, Log a Meeting, or Schedule Conference (under More).

The process is the same (as mentioned above) for creating or scheduling a meeting using the Emailicon.

Follow these steps to schedule a conference with the More > Log a Meeting option.

Log in to the CRM.
Go to the Main Menu
Click Sales
Click Deals. The Deals List View screen is displayed
Click the Deal record from where you want to create a meeting. The Summary View opens
Click More (three dots) in the top right corner
Click Log a Meeting
1. Enter or select the following information in the Quick Create > Event window -
  1. Subject: Enter the name of the event
  2. Activity Type: Select Google Meet
  3. Start Date & Time: Enter the date of the event
  4. End Date & Time: Enter the start time
  5. Description: Enter the description
  6. Participants: Enter the estimated duration of the meeting
2. Click More Fields to add additional information for the following -
  1. Assigned To: Assign the meeting to yourself or to the host of the meeting
  2. Status: Select the status as planned
  3. Priority: Prioritize the event by selecting the options from the drop-down
  4. Location: Add the location of the event
  5. Event Image: Browse for and upload an image for the event
  6. All Day: Enable the checkbox for an all-day event or meeting
  7. Is Mutual?: Enable the checkbox
  8. Related To: Select the option from the drop-down or type a the first few letters to search and select
3. Click View Full Form to add information for different sections such as Event Details, Reminder Details, Recurrence Details, Description Details, Related To, and Invitees
4. Click Save. The system displays a message asking if you want to send an email to the invitees with the meeting details
5. Click Send Email to confirm

Follow these steps to schedule a conference with the More > Schedule Conference.

Log in to the CRM.
Go to the Main Menu
Click Sales
Click Deals. The Deals List View screen is displayed
Click the Deal record from where you want to create a meeting. The Summary View opens
Click More (three dots) in the top right corner
1. Click Schedule Conference
  1. Enter the following in the Schedule Conference window
    1. Enter Event Name - Enter the name of the event
    2. Type of meeting - Select Google Meet
    3. Start Date - Enter the start date
    4. Start Time - Enter the start time
    5. Duration - Enter the estimated duration of the meeting
  2. Click Add. The system displays a message asking if you want to send an email to the invitees with the meeting details
  3. Click Send
  1. The meeting information will be added to your email
2. Add email content in the text window
  1. Note: You can select an existing email template instead of typing out content. To know more about email templates, click here
  2. You can also attach documents (if any) using the Attach Files link
3. Click Send

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How do I create a meeting or schedule a conference with Google Meet in the Deals Module?

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