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Streamline your Google Meet calls with these automation tips

By Krystina Martinez · May 28, 2020
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It's a minute before your next video call, but you don't remember where the link is. Is it in your calendar? Your email? You could either frantically click through your tabs, digging to find that meeting link, and risk being late—or you could try Google Meet.

Meet integrates seamlessly with Google Calendar and Gmail, so anyone with a Google account can easily organize video calls with the click of a button. This certainly simplifies the process of organizing impromptu video calls within your company or among friends. But if you use other apps to book remote meetings with clients, manage projects, or follow up with leads, you may find yourself switching between various tools more than you'd like.

Automated workflows send information from one app to another, so you don't have to worry about copying and pasting and can instead focus on the stuff that requires brainpower. See how you can use automation to streamline your Google Meet calls.

Our automated workflows are called Zaps. To get started with a Zap template—what we call our pre-made workflows—just click on it, and we'll guide you through customizing it. New to Zapier? Learn how it works.

Automatically send Google Meet links

It can be a hassle to schedule meetings. You have to find a time when everyone is available, which can mean a lot of back-and-forth emails or Slack messages. If you're running a video call, you also have to copy and paste the conferencing link and ensure the right people have access.

Instead, set up a workflow where you can automatically send Google Meet call information when someone fills out a Google Form or schedules time with you through Calendly.

Send Google Meet video call links to Google Forms respondents

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    Stay connected from anywhere by building out a free form that lets people schedule calls with you. This Zap connects to any Google Form and automatically schedules a Google Meet video call with respondents. Just make sure your form has the option to choose a start and end time!

    Send new Calendly invitees a Google Meet video link

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      Talk to teammates, clients, or anyone else face-to-face without the hassle of back-and-forth of scheduling. Simply specify your preferred email address, and this Zap will automatically send you and your invitee a Google Meet link to get things rolling!

      Share Google Meet recordings

      A video conferencing app worth its salt allows you to record calls. This is handy if you're hosting a webinar or even recording a meeting for an absent teammate.

      Recordings will automatically upload to your Meet Recordings folder in Google Drive at the end of the call. To save yourself time, you can set up a Zap to share a new file uploaded to that folder automatically in an email or messaging app of your choice.

      Get Slack notifications for new Google Drive files in a folder

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        Google Drive is great for collaborating with others but it's easy to miss when a new file is added to a shared folder. This Zapier integration between Google Drive and Slack solves this, automatically posting a notification in the channel of your choice when a file is added to a specific folder in Drive.

        Send emails via Gmail when new files are added to Google Drive

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          Sometimes you need to know when a new file is added to Google Drive. Effortlessly alert yourself or a curated list of people with this Zapier integration Once it's active, this Zap will automatically send a custom email via Gmail, with the file attached, whenever that new file is added to a designated folder in Google Drive.

          Create messages in Google Chat for new files in Google Drive folders

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            This integration sends notifications to Google Chat when a new file is created in a Drive folder. Now your whole team will know when you're working on a new project, without the manual message send!

            This is incredibly helpful if you have a habit of forgetting to send those links, or you find yourself spending too much time drafting emails after hosting a webinar.

            When customizing the second step of your Zap, select the Google Drive File field if you want to share the actual video file. To share the link instead, select Embed Link.

            A screenshot of the Zap Editor customizing the Gmail step of a Zap. The Google Drive Embed Link field is selected as the email attachment which will send a Drive link to recipients.

            Follow up with leads

            If you work with external clients or are responsible for generating leads, you spend a lot of time building relationships. Though you'd like to give each new contact you make one-on-one attention, this requires a lot of time and frankly, a lot of emails. It's also easy for a new lead to slip through the cracks when you're juggling other priorities.

            If you want to amp up your interactions with new contacts, try out a Zap to automatically schedule a Google Meet call every time you add a new contact in your customer relationship manager (CRM).

            Follow up with new HubSpot contacts via a Google Meet call

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              Give every new contact the personal attention they deserve. Every time you add a new contact to HubSpot, this Zap will automatically schedule a Google Meet video call so you can follow up personally.

              Schedule meetings via Google Meet with new persons matching Pipedrive filters

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                Keep your sales pipeline moving, automatically. This Zap sends out a Google Meet video call link when a Pipedrive contact matches a specific filter in your account. That way, you can close the deal faster.

                Schedule Google Meet video calls instantly from a Google Sheets spreadsheet

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                  If you're using a spreadsheet to track your leads, clients, or customers, it can be a hassle to jump from one tool to another just to schedule a call. This Zap can help: It automatically creates a Google Meet video link when you add a row in your spreadsheet. You'll be able to act fast and close more deals.

                  You can customize the meeting description to make it more personalized by pulling in Name and Company fields from your CRM and suggesting that your schedule is flexible, for example.

                  A screenshot of the Zap Editor showing the Google Calendar step of a Zap. Pipedrive CRM fields are used to personalize the event description. It will show up as a message to the recipient who receives the calendar invite.

                  Schedule project reviews

                  Some industries call them "post-mortems," others call them "retros," but any project manager knows how important it is at the end of a project to meet with their team to discuss what went well, what didn't, and what can be changed for next time.

                  Streamline the process by setting up a workflow to schedule a Google Meet call when your project reaches a specific stage in your project management app.

                  Create a Google Meet video link when you move a Trello card to a list

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                  Trello + Google Meet
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                    Streamline your project management process without lifting a finger. This Zap will schedule a Google Meet video call—with your team, a client, or whoever else—when a Trello card reaches a stage of your process.

                    Create a Google Meet video link when you complete a task in Asana

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                    Asana + Google Meet
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                      Streamline your project management process with minimal effort. This Zap will schedule a Google Meet video call—with your team, a client, or whoever else—when a specific task is completed in Asana.

                      You can also use this Zap to keep your project moving forward at any point that requires an outside call—think client reviews or meetings with project stakeholders.

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                      A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'