New User Setup - Meetingflow

New User Setup

Welcome to Meetingflow! We're excited to help you on your way to saving time and feeling more prepared for every customer meeting.

From app.meetingflow.com

Connect your calendar

Google Users

Go to app.meetingflow.com and select "Continue with Google"

Ensure all boxes are selected when prompted

Allowing the full integration powers time saving features, such as automatically pulling in meeting information like attendees, meeting time/date (even if it changes!), and flagging whether an attendee is not in your CRM.

Upon successful connection you will be redirected to the Meetingflow Dashboard, and you should see your upcoming calendar events on the left

Microsoft365 Users

Go to app.meetingflow.com and select "Continue with Microsoft"

Click accept when prompted

Upon successful connection you will be redirected to the Meetingflow Dashboard, and you should see your upcoming calendar events on the left

Install the Meetingflow plugin to create or access Meetingflows from your calendar

Google Users

Install the Google Chrome extension

The Meetingflow Chrome extension allows you to create a new Meetingflow, or access an exiting one, directly from your calendar view

Video tutorial: How to Install the Chrome Extension

Microsoft365 Users

Install the Microsoft add-in app

The Meetingflow Microsoft add-in app extension allows you to create a new Meetingflow, or access an exiting one, directly from within your calendar event

Video tutorial: How to Install the Microsoft add-in app

Connect to CRM to enable CRM updates from within the meeting notes view and Pipeline for fast updates to multiple opportunities at once

Salesforce Users

Connect your Salesforce account

By connecting your Salesforce account, Meetingflow can associate meetings with accounts or opportunities, flag if an attendee is not in Salesforce, and enable Salesforce records to be quickly updated and meetings logged all from the same page.

  1. From the Dashboard, click "Log Meetings to CRM" from the card on the bottom right

  2. Select Salesforce from the popup window

  3. Log in with your Salesforce credentials in the popup window

  4. After receiving confirmation, you will be redirected to the pipeline view which shows any open opportunities you own.

Hubspot Users

Connect your Hubspot account

By connecting your Hubspot account, Meetingflow can associate meetings with companies or deals, flag if an attendee is not in Hubspot, and enable Hubspot records to be quickly updated and meetings logged all from the same page.

  1. From within any Meetingflow, select the Integrations button on the right panel

  2. Select Hubspot from the popup window

  3. Log in with your Hubspot credentials in the popup window

  4. After receiving confirmation, you will be redirected to the pipeline view which shows any open opportunities you own.

Connect to Slack or Teams to get meeting reminders and to share meeting updates with your team

Slack Users

Connect your Slack account

By connecting your Slack account, you can send get helpful meeting reminders with a direct link to your plans and quickly post meeting summaries to keep your team proactively updated.

Video tutorial: How to Slack a Meeting Summary

  1. From the Dashboard, click "Share Summaries in Slack or Teams" from the card on the bottom right

  2. Select Slack from the popup window

  3. Log in with your Slack credentials in the popup window and select "Allow"

Pro tip: have a private slack channel you want to post to? First invite the Meetingflow Slack App (just like you would another person) to the Slack channel. You should then see that channel as an option in the dropdown menu

  1. You are now ready to post meeting updates to your Slack channels!

Microsoft Teams Users

Connect your Teams account

By connecting your Teams account, you can send get helpful meeting reminders with a direct link to your plans and quickly post meeting summaries to keep your team proactively updated.

  1. From the Dashboard, click "Share Summaries in Slack or Teams" from the card on the bottom right

  2. Select Teams from the popup window

  3. Log in with your Microsoft365 credentials in the popup window

  4. You are now ready to post meeting updates to your Teams channels!

Verify your Profile and Workspace Preferences

Customize Your Defaults

Set your Profile settings and preferences. These settings apply to all Workspaces, if you belong to more than one

Customize your Workspace Preferences. These settings apply to the specific Workspace you're logged into