🔌 Types of Meeting Integrations

🏢 CRM Integrations

Popular CRM Platforms

✓ Salesforce- Native integrations
✓ HubSpot- Contact sync & activity logging
✓ Pipedrive- Deal tracking & notes
✓ Zoho CRM- Meeting scheduling & follow-up

CRM Sync Features

•Automatic contact creation
•Meeting activity logging
•Deal progression updates
•Custom field mapping

📊 Project Management Integrations

Task Management

• Asana task creation
• Trello card updates
• Monday.com boards
• ClickUp automations

Documentation

• Notion page creation
• Confluence updates
• SharePoint sync
• Google Drive storage

Time Tracking

• Toggl time entries
• Harvest billing
• RescueTime data
• Clockify automation

💬 Communication Platform Integrations

Slack Integration

Real-time meeting summaries and action items delivered to channels

Channel notificationsDirect messagesBot commandsThread updates

Microsoft Teams Integration

Native meeting capabilities with enhanced AI features

Teams tabsChat integrationFile sharingCalendar sync

🔧 API Integration Capabilities

📡 REST API Features

Core API Endpoints

GET /meetings

Retrieve meeting data

POST /transcripts

Upload transcription files

PUT /summaries

Update meeting summaries

DELETE /recordings

Remove meeting recordings

Webhook Events

•Meeting started/ended
•Transcription completed
•Summary generated
•Action items created
•Recording processed
•Insights available

🔐 API Authentication & Security

Authentication Methods

• OAuth 2.0 authorization
• API key authentication
• JWT token validation
• SAML SSO integration

Security Features

• Rate limiting protection
• HTTPS encryption
• Request signing
• IP whitelist support

⚡ Workflow Automation Platforms

🔄 Zapier Integration

Connect meeting tools with 5,000+ apps through pre-built Zapier integrations.

Popular Zap Templates

• Meeting summary → Slack notification
• Action items → Asana tasks
• New contact → CRM entry
• Recording ready → Email notification

Automation Triggers

• Meeting completed
• Summary generated
• Keyword detected
• Attendee joined/left

🎯 Make (Integromat) Integration

Advanced automation scenarios with complex logic and data transformation.

Advanced Features

• Multi-step workflows
• Conditional logic
• Data filtering & routing
• Error handling

Integration Modules

• HTTP requests
• JSON processing
• Database connections
• File operations

🏗️ Microsoft Power Automate

Enterprise-grade automation within the Microsoft ecosystem.

Microsoft 365 Integration

• Teams meeting sync
• Outlook calendar updates
• SharePoint document creation
• OneNote section updates

Enterprise Features

• Approval workflows
• Compliance tracking
• Security policies
• Audit logging

🤖 Custom Automation Scripts

Build custom integrations using Python, Node.js, or other programming languages.

Development Tools

• SDKs and libraries
• API documentation
• Testing environments
• Code examples

Use Cases

• Complex data processing
• Custom business logic
• Legacy system integration
• Real-time analytics

🚀 Integration Implementation Guide

📋 Step-by-Step Setup Process

1. Requirements Analysis

□ Identify business processes to automate
□ Map current workflow inefficiencies
□ Define integration success metrics
□ Assess technical capabilities

2. Platform Selection

□ Evaluate meeting tool API capabilities
□ Check existing system compatibility
□ Review integration complexity
□ Compare cost vs. benefit

3. API Configuration

□ Generate API keys and tokens
□ Configure webhook endpoints
□ Set up authentication methods
□ Test API connectivity

4. Workflow Creation

□ Design automation workflows
□ Map data field relationships
□ Configure trigger conditions
□ Set up error handling

5. Testing & Deployment

□ Conduct integration testing
□ Validate data accuracy
□ Train team members
□ Monitor performance metrics

⚠️ Common Integration Challenges

Data Mapping Issues

Misaligned field structures between systems

Create comprehensive data mapping documentation and use transformation tools

Rate Limiting

API requests exceeding platform limits

Implement request throttling and batch processing strategies

Authentication Failures

Token expiration and permission issues

Set up automatic token refresh and proper permission scopes

Error Handling

Failed integrations without proper notification

Implement comprehensive logging and alert systems

💡 Integration Best Practices

✅ Do's

✓
Start with simple workflows
Begin with basic automations before building complex integrations
✓
Document everything
Maintain clear documentation for all integration configurations
✓
Test thoroughly
Use staging environments before production deployment
✓
Monitor performance
Set up metrics and alerts for integration health

❌ Don'ts

✗
Over-engineer solutions
Avoid complex integrations when simple ones suffice
✗
Ignore security
Never compromise on authentication and data protection
✗
Skip error handling
Always plan for integration failures and data inconsistencies
✗
Hard-code values
Use configuration files for all integration settings

🔗 Quick Answer