Integrations

Meeting links: Google Meet and Zoom

Automatically generate a video conferencing link (Google Meet or Zoom) on meeting-type activities. Google Meet comes with your Google connection; Zoom uses your own account credentials.

On any activity of type "meeting" with a date and time, the CRM can generate a video conferencing link and store it on the meeting itself. There are two independent providers: Google Meet (via your Google connection) and Zoom (via your Zoom account). Use one, the other, or both.

Prerequisites

Google Meet: a Google Workspace account already connected in Settings → Integrations, with calendar access granted (Meet reuses this connection, with no new credentials).
Zoom: a Zoom account with permission to create a "Server-to-Server OAuth" app in the App Marketplace (usually a Zoom account administrator). You will need that app's Account ID, Client ID and Client Secret, with the meeting:write scope.
In Sellio, administrator access to save the Zoom credentials on the Integrations card.

Google Meet: comes with your Google connection

Google Meet requires NO new setup: it reuses the same Google Workspace OAuth connection used for email and calendar. Just connect your Google account and grant calendar access (Settings → Integrations → "Google Workspace" card → Reconnect, if needed).

Connect Google Workspace and grant calendar access.
In the activity list, open (or create) a meeting with a date and time.
Click the 📹 "Generate Google Meet link" icon. The CRM creates the event in your Google Calendar with a Meet conference already attached and stores the link on the activity.

Under the hood, the CRM sends the event to Google Calendar requesting conference (Meet) creation and reads the generated link back. Since it is the same calendar event, editing the meeting in the CRM updates the event without duplicating.

💡 If the Meet button does not appear, it is because there is no Google connection with calendar granted. Open the Google card under Integrations and click "Reconnect" to grant the calendar permission.

Zoom: your own account (Server-to-Server OAuth)

Zoom uses the "bring your own account" (BYO) model: you create a Server-to-Server OAuth app in your organization's Zoom App Marketplace and paste the three credentials into the CRM. We obtain a token and create the meeting in your account, with no cost on our side and no intermediaries.

In the Zoom App Marketplace, create an app of type "Server-to-Server OAuth" and add the scope to create meetings (meeting:write).
Copy the app's Account ID, Client ID and Client Secret.
In the CRM, open Settings → Integrations → "Zoom (meeting links)" card and paste the three values. The Client Secret is stored encrypted and is never displayed back.
Save. On a meeting with a date and time, click the 🎦 "Generate Zoom link" icon: the CRM creates the meeting in Zoom and stores the join_url on the activity.

Where the link goes and how to use it

The generated link is stored on the meeting itself. Once generated, the activity shows an icon to JOIN the call (📹 Meet / 🎦 Zoom) and a 🔗 icon to COPY the link and send it to participants.

No provider ready? The buttons stay hidden

The Google Meet button only appears when there is a Google connection with calendar granted; the Zoom button only appears when the three Zoom credentials are configured. Without those, nothing is generated and there are no errors in your workflow. The feature simply stays inert.

💡 Security: the Zoom Client Secret is encrypted on the server and never returns to the browser. Links are always created in YOUR account (Google or Zoom), and the CRM does not broker the call.

How to test

Open (or create) an activity of type "meeting" with a date and time.
Click the 📹 (Google Meet) or 🎦 (Zoom) icon. The CRM generates the link and stores it on the activity.
Check that the JOIN icon and the 🔗 (copy link) icon appear on the meeting; open the link to confirm the room exists in your Google/Zoom account.

Troubleshooting

The Google Meet button does not appear: there is no Google connection with calendar granted. Open the "Google Workspace" card and click "Reconnect" to grant calendar access.
The Zoom button does not appear: the three credentials (Account ID, Client ID, Client Secret) are not saved. Fill them in on the "Zoom (meeting links)" card.
401/invalid_client on Zoom: wrong Account ID, Client ID or Client Secret, or the app is not of type Server-to-Server OAuth. Re-paste the three values (the Secret does not come back from the server).
The link is generated but returns a permission error in Zoom: the meeting:write scope is missing on the Server-to-Server app. Add it in the App Marketplace and activate the app.
The Meet event does not receive the link: confirm the meeting has a date and time and that the Google Calendar API is enabled in the OAuth app; reconnect if the calendar scope changed.

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