Connect Copilot CRM and Google Meet to unlock the power of automation
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Set up your first integration
Quickly connect Copilot CRM to Google Meet with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Copilot CRM with Google Meet - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Close Visit" from Copilot CRM.
Add your action
An action happens after the trigger—such as "Schedule a Meeting" in Google Meet.
You’re connected!
Zapier seamlessly connects Copilot CRM and Google Meet, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Close Visit
Triggers when a visit to a customer is closed.
Try ItTriggerPolling - New Customer
Triggers when a new customer is added.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is added.
Try ItTriggerPolling - New Property
Triggers when a new property is added.
Try ItTriggerPolling
- Inactive Customer
Triggers when a customer is made inactive.
Try ItTriggerPolling - New Expense
Triggers when a new expense is added.
Try ItTriggerPolling - New Payment
Triggers when a new payment is received.
Try ItTriggerPolling - New To-Do
Triggers when a new to-do is added.
Try ItTriggerPolling
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Connect Copilot CRM and Google Meet to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Google Meet on the Zapier blog
Frequently Asked Questions about Copilot CRM + Google Meet integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copilot CRM and Google Meet
How do I set up the integration between Copilot CRM and Google Meet?
To set up the integration, you'll need to connect your Copilot CRM and Google Meet accounts through our platform. Once connected, you can create 'Zaps' to automate workflows. Common triggers include creating a new contact in Copilot, which can then schedule a Google Meet call automatically.
Can I automatically create Google Meet events when a new deal is closed in Copilot CRM?
Yes, by setting up a trigger for a 'Deal Closed' event in Copilot CRM, you can configure an action that will automatically create a Google Meet event. This streamlines your process by ensuring that every new deal closed has an assigned follow-up meeting.
Is it possible to update my Copilot CRM contacts when I have meetings with new people on Google Meet?
Yes, you can create an automation where attending or hosting a meeting on Google Meet triggers an update or creation of contact details in your Copilot CRM system, ensuring your contacts list is always current with minimal manual input.
What happens if there is a connection issue between the services?
In the event of a connection issue between Copilot CRM and Google Meet through our platform, our system will attempt to reconnect automatically. If reconnection fails, you'll be notified so you can address any credentialing or connectivity problems promptly.
Can I record notes from Google Meet sessions back into Copilot CRM?
While you can't directly record voice notes into Copilot from Google Meet via our platform, you can integrate tools like transcription services which convert speech into text. These text notes can then be automatically uploaded into your respective client or project files within Copilot CRM.
Is real-time data synchronization supported between both applications?
Our platform supports near real-time data synchronization between Copilot CRM and Google Meet for most triggers and actions. This means any updates made are typically reflected almost immediately across both platforms.
Are there any known limitations when using this integration?
Some limitations include restrictions regarding the number of attendees supported per generated meet link via automation and delays if many bulk operations are triggered simultaneously. We recommend reviewing specific service limits when setting up integrations for optimal performance.
