Google Meet and Salesforce Integration

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Automatically log Google Meet attendance and meeting notes to Salesforce, ensuring accurate data capture. Latenode's visual editor makes complex data mapping easier, and affordable execution time keeps costs low as your automation scales.

Swap Apps

Google Meet

Salesforce

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google Meet and Salesforce

Create a New Scenario to Connect Google Meet and Salesforce

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Google Meet, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Meet or Salesforce will be your first step. To do this, click "Choose an app," find Google Meet or Salesforce, and select the appropriate trigger to start the scenario.

Add the Google Meet Node

Select the Google Meet node from the app selection panel on the right.

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Google Meet

Configure the Google Meet

Click on the Google Meet node to configure it. You can modify the Google Meet URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Salesforce Node

Next, click the plus (+) icon on the Google Meet node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.

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Authenticate Salesforce

Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.

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Connect Salesforce

Sign In

Run node once

Configure the Google Meet and Salesforce Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Select an action *

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The action ID

Run node once

Set Up the Google Meet and Salesforce Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Google Meet, Salesforce, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Google Meet and Salesforce integration works as expected. Depending on your setup, data should flow between Google Meet and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Google Meet and Salesforce

Google Meet + Salesforce + Slack: When a Google Meet ends, use a form to get the attendees and their participation status. Then, create or update contact records in Salesforce with attendance information. Finally, send a summary of the attendance to a designated Slack channel.

Salesforce + Google Meet + Outlook: When a Salesforce opportunity reaches a specified stage, schedule a Google Meet. Then, create or update a contact record in Salesforce with the Google Meet link. Finally, send an Outlook email to relevant parties with the Google Meet details.

Google Meet and Salesforce integration alternatives

About Google Meet

Automate Google Meet within Latenode workflows. Schedule meetings based on triggers, automatically generate invites after form submissions, or record & transcribe calls, saving time and ensuring consistent follow-up. Connect Meet to CRMs or project tools for streamlined task management. Simplify repetitive scheduling and meeting-related tasks.

About Salesforce

Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.

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FAQ Google Meet and Salesforce

How can I connect my Google Meet account to Salesforce using Latenode?

To connect your Google Meet account to Salesforce on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Google Meet and click on "Connect".
  • Authenticate your Google Meet and Salesforce accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Salesforce leads from Google Meet attendees?

Yes, Latenode lets you create/update Salesforce leads based on Google Meet participation. Use no-code blocks or JavaScript for custom logic, ensuring complete data synchronization and improved lead management.

What types of tasks can I perform by integrating Google Meet with Salesforce?

Integrating Google Meet with Salesforce allows you to perform various tasks, including:

  • Create a new Salesforce lead when someone joins a Google Meet.
  • Update contact details in Salesforce after a Google Meet interaction.
  • Log Google Meet recordings and transcripts in Salesforce.
  • Send automated meeting follow-up emails through Salesforce.
  • Trigger Salesforce tasks based on Google Meet attendance.

How do I customize Google Meet data flowing into Salesforce on Latenode?

Latenode lets you use JavaScript or AI steps to transform and map Google Meet data before it reaches Salesforce, ensuring data accuracy and relevance.

Are there any limitations to the Google Meet and Salesforce integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time data synchronization may experience slight delays.
  • Complex data transformations may require JavaScript knowledge.
  • The integration is dependent on the Google Meet and Salesforce APIs.

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