Salesforce + meetergo
Connect Salesforce CRM with meetergo. Automatically log meetings and sync contacts.
Integrate meetergo with Salesforce to automatically sync bookings to your CRM. Leads and contacts are created or updated when someone books, and all meetings are logged as activities.
Key Features
What you get with meetergo + Salesforce
Lead/Contact Sync
Bookings create or update leads and contacts in Salesforce.
Activity Logging
Meetings are logged as activities on the contact record.
Opportunity Association
Link meetings to opportunities for sales tracking.
Custom Objects
Map data to custom Salesforce objects and fields.
Enterprise Security
Meets Salesforce enterprise security requirements.
How It Works
How to Connect Salesforce with meetergo
Connect Salesforce to sync leads, contacts, and automatically log meeting activities in your CRM.
Open Integrations
Log into your meetergo account and navigate to Settings > Integrations.
Connect Salesforce
Click on Salesforce and authenticate with your Salesforce credentials to authorize the integration.
Configure & Test
Map fields between meetergo and Salesforce, configure automation rules, and verify with a test booking that records are created correctly.
Use Cases
How teams use meetergo + Salesforce
Enterprise Sales
Enterprise sales teams can automate meeting logging to Salesforce.
Account Management
Account managers can track all customer interactions.
Sales Ops
Sales ops can ensure complete data capture for reporting.