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
Connect Your Accounts
Authorize the AI tool to access your other apps (usually via OAuth)
Configure Rules
Set up what happens after meetings (e.g., "Send summary to #sales-team channel")
Automatic Processing
AI tool processes meeting, extracts insights, and triggers integrations
Data Syncs Everywhere
Information flows to all connected tools without manual intervention
Real-World Integration Examples
Sales Team Example
Fireflies + Salesforce + Slack
- 1. Fireflies joins sales call automatically
- 2. After call, updates Salesforce opportunity with notes
- 3. Posts summary to #deals Slack channel
- 4. Creates follow-up tasks in Salesforce
Product Team Example
Otter + Jira + Notion
- 1. Otter transcribes sprint planning meeting
- 2. Creates Jira tickets from discussed features
- 3. Updates Notion roadmap with decisions
- 4. Assigns tasks based on meeting discussion
HR Team Example
Fathom + BambooHR + Google Drive
- 1. Fathom records candidate interview
- 2. Saves interview notes to candidate profile
- 3. Stores recording in secure Google Drive folder
- 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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