Availability:

Trial and Paid version of Standard, Professional, Enterprise, and Ultimate.

 

Permission:

Users with an Administrator profile can set up this integration.

1. Go to Setup > Marketplace > All and search for "Click Meeting."
   
2. Click Enable.
   

Schedule an Online Meeting

1. Go to the Meetings module.
   
2. Click + Meeting.
   
3. On the Meeting Information page, do the following:
   
1. Enter the Meeting name.
   
2. Enable the Make this an Online Meeting checkbox.
   
3. For the Online Meeting Provider, select Click Meeting from the drop-down list.
   
4. Authorize your Click Meeting account by clicking Authorize Click Meeting in the pop up. 
   
5. Enter API token to authorize Click Meeting account.
   
   
   
   

   Note: To obtain the Api token, enter your site URL in your browser > log in to your Click Meeting account > settings > API.
   
6. Click Login.
   
7. Enter the duration of your meeting in the From and To fields. You can check All Day if you want the meeting to run for the entire day.
   
8. Select the Host for the meeting from the drop-down list. All CRM users will be listed here.
   
9. Click + Add and Done.
   
4. Click Save.
   

1. Go to the Meetings module.
   
2. Select the Meeting to which you want to add participants.
   
3. In the Participants section, click + Add.
   
4. You can also add participants who are not CRM users. In the Invite by email address section, enter email addresses for participants who are not in CRM.
   
5. Click Add.
   
6. Click Send in the pop up. 
   An invitation will be sent to the email addresses you entered.

Note

1. You can also add participants while editing the event.
   
2. You can view the attendee details by clicking Attended under the Participants section in the record details page.
    

1. Go to the Leads/Contacts module.
   
2. Select a record.
   
3. Click the More icon and select Meet Now! 
   
4. Click Meeting and enter the meeting information.
   
5. Click Start Meeting.
   

1. Go to the Leads/Contacts module.
   
2. Select a record.
   
3. Click More > Schedule Online Meeting.
   
4. Enter the meeting information and click Save.
   

 

  

Note

Online meetings can be viewed by users in the calendar and are indicated by the  icon.

 

Start a meeting

You can start the meeting from the record details page or Calendar 15 minutes before the event start time. The Start Meeting button will appear in the meetings's notification pop up 5 minutes before the meeting could start. You can start a meeting from the:

1. Record detail page
   
2. Calendar
   
3. Activity reminder pop up
   

1. Go to the Meetings module.
   
2. Select a record.
   
3. Click Start Meeting. 
   

1. Go to Calendar and select the date.
   
2. Click the meeting.
   
3. Click Start Meeting from the pop up.
   

1. Click the Start Meeting button in the Activity Reminders pop-up. The Click Meeting Meeting desktop app will open.
   

1. Go to the Event Details page and click More > Send Recording.
   
2. Choose with whom you want to share the recording from the drop-down list: participant, attendee, or someone else.
   
3. Click Send.
   

1. Go to Setup > Marketplace > All and select the Installed tab.
   
2. Click Disable next to Click Meeting.
   
3. Click Yes, Disable in the confirmation pop up.