What Are Meeting Integrations?

How AI tools connect to your existing workflow to automate meeting tasks

Which Integrations Do You Need?

Take our 2-minute quiz to find tools that connect with your stack!

Quick Answer

Meeting integrations are connections between AI meeting tools and your existing software (like Slack, Salesforce, or Zoom). They automatically sync meeting transcripts, summaries, and action items to the right places—no manual copying needed. Think of them as bridges that let your meeting AI talk to your other work tools.

Types of Meeting Integrations

Video Conferencing Integrations

Connect with platforms where meetings happen:

Popular Platforms:

  • • Zoom
  • • Microsoft Teams
  • • Google Meet
  • • Webex

What They Do:

  • • Auto-join meetings
  • • Record conversations
  • • Generate transcripts
  • • Extract action items

CRM Integrations

Sync meeting data with customer records:

Common CRMs:

  • • Salesforce
  • • HubSpot
  • • Pipedrive
  • • Microsoft Dynamics

Benefits:

  • • Auto-log call notes
  • • Update deal stages
  • • Track customer sentiment
  • • Create follow-up tasks

Project Management Integrations

Turn discussions into actionable tasks:

PM Tools:

  • • Asana
  • • Monday.com
  • • Jira
  • • ClickUp
  • • Notion

Features:

  • • Create tasks from action items
  • • Update project status
  • • Assign team members
  • • Set due dates automatically

Communication Integrations

Share meeting insights with your team:

Chat Tools:

  • • Slack
  • • Microsoft Teams Chat
  • • Discord
  • • Google Chat

Capabilities:

  • • Post meeting summaries
  • • Share key decisions
  • • Notify about action items
  • • Send recording links

How Meeting Integrations Work

1

Connect Your Accounts

Authorize the AI tool to access your other apps (usually via OAuth)

2

Configure Rules

Set up what happens after meetings (e.g., "Send summary to #sales-team channel")

3

Automatic Processing

AI tool processes meeting, extracts insights, and triggers integrations

4

Data Syncs Everywhere

Information flows to all connected tools without manual intervention

Real-World Integration Examples

Sales Team Example

Fireflies + Salesforce + Slack

  1. 1. Fireflies joins sales call automatically
  2. 2. After call, updates Salesforce opportunity with notes
  3. 3. Posts summary to #deals Slack channel
  4. 4. Creates follow-up tasks in Salesforce

Product Team Example

Otter + Jira + Notion

  1. 1. Otter transcribes sprint planning meeting
  2. 2. Creates Jira tickets from discussed features
  3. 3. Updates Notion roadmap with decisions
  4. 4. Assigns tasks based on meeting discussion

HR Team Example

Fathom + BambooHR + Google Drive

  1. 1. Fathom records candidate interview
  2. 2. Saves interview notes to candidate profile
  3. 3. Stores recording in secure Google Drive folder
  4. 4. Updates hiring pipeline automatically

Integration Methods

Native Integrations

Built directly into the tool:

  • One-click setup
  • Deep feature integration
  • Reliable & maintained
  • Limited to popular apps

Examples: Zoom, Slack, Salesforce

Zapier/Make

Connect via automation platforms:

  • 5000+ app connections
  • Custom workflows
  • No coding required
  • Extra cost ($20+/month)

Use for: Niche tools, custom flows

API Integration

Custom development option:

  • Total customization
  • Unique workflows
  • Enterprise scale
  • Requires developers

Best for: Large companies

Webhooks 🪝

Real-time event triggers:

  • Instant updates
  • Lightweight
  • Scalable
  • Technical setup

Use for: Real-time alerts

Best Tools by Integration Needs

Most Integrations Overall:

Fireflies - 40+ native integrations + Zapier

Best CRM Integrations:

Fathom - Deep Salesforce/HubSpot sync

Best PM Tool Integrations:

Fellow - Native Asana, Jira, Monday.com

Best Slack Integration:

Otter - Real-time Slack notifications

Most Open (API):

MeetGeek - Comprehensive API + webhooks

Common Integration Questions

Are integrations secure?

Most tools use OAuth 2.0 for secure authorization. Your passwords are never shared. Look for SOC 2 compliance for enterprise security.

Do integrations cost extra?

Native integrations are usually included in paid plans. Zapier/Make connections may require separate subscriptions ($20-100/month).

Can I customize what syncs?

Yes! Most tools let you choose what data to sync, set filters, and create custom field mappings.

What if my tool isn't supported?

Try Zapier/Make for 5000+ app connections, use webhooks/APIs, or export data manually as CSV/JSON.

Related Questions

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