The integration of JioMeet with Vtiger CRM can prove to be a game changer for businesses. With this integration, users can
Eliminate switching between different applications.
Schedule JioMeet meetings directly from the Vtiger module.
Create meeting minutes.
Share the meeting link with venezuela phone number data participants via email.
Set a reminder.
Provide a detailed description of the event
and more.
However, the main benefit of JioMeet integration is sharing meeting links from different Vtiger CRM modules. First, let’s explore JioMeet ensure your chosen agency demonstrates and then understand the core modules from where you can create JioMeet links and schedule events.
Defining JioMeet
JioMeet is a video conferencing app that offers unlimited free calls. Apart from screen sharing and scheduling meetings, it also offers great features that help customers organize events easily.
JioMeet offers the option of up to 24 hours of calls. You can also switch devices during the meeting. For example, if you are attending a meeting through your laptop and suddenly the battery dies. In such a case, you can switch to your global seo work phone, iPad, or tablet during the meeting. Moreover, it also highlights nine active users simultaneously on one screen.
Now, let us understand how the Vtiger CRM and JioMeet combination works.
There are four core Vtiger modules from which you can create JioMeet links and share them with participants. They are:
In the Events module, you can quickly create an
event by clicking ‘Add Event.’ For example, if you want to discuss sales quotas with your team members, you can create an event and add all your team members.
You can include relevant information like event name, use Assign to add participants, start and end date, meeting agenda, etc. In Event Type, you need to select JioMeet to create a meeting link.
In the Contacts or Deals module, if you want to have a one-on-one conversation with your contacts or deals, you can access the summary view of the record. For example, if you want to do a demo of one of your deals or solve a query for your client live, you can get in touch with them individually through JioMeet.
You can create an event with a click on Record Meeting or Schedule Meeting by mentioning all the required details. And, after adding all the information, you can send out invites before the meeting. This way, your participants can stay updated and smartly plan their day or week’s meetings.
