Book the meeting while they are still on the phone.
The best moment to book a meeting is the moment someone agrees to one — which is usually mid-sentence, on a call. So scheduling is not a separate app here. It is a button on the call bar, on the record, on the calendar, and on a public booking page, all writing through one path to the rep’s own Google Calendar or Zoom.
- Conferencing
- Google Meet, Zoom
- Calendar sync
- Two-way
- Shared company account
- Never required
- Event content stored
- Times only
The invitation comes from your rep, not from us
Most CRMs send the calendar invitation themselves, from a no-reply address, and the prospect gets an email from software they have never heard of. Instead, each rep connects their own Google or Zoom account once, and we create the event on it. Google Calendar then sends the invitation as them — their name, their address, their signature block — and the reply lands in their inbox rather than in a void.
- Each person connects their own account; there is no shared company login
- Google Meet conferences are created as part of the calendar event, not pasted in afterwards
- Zoom meetings are created on that rep’s Zoom, under their own licence
- Disconnecting revokes our access and deletes the stored credentials
Two calendars, one answer about whether you are free
A booking page that only knows about meetings booked through it will double-book the first time somebody accepts an invitation elsewhere. Connected calendars sync both ways: events created outside the CRM block the slots they occupy, and a meeting moved or cancelled in Google moves or cancels here. When two people race for the last slot, the loser is turned away by the database rather than by a check that happened to run first.
- External events block availability within a sync cycle, including recurring ones
- Moved or deleted in Google — moved or cancelled here, with a notification
- Only the times are read; we never store the titles or attendees of your other meetings
- Simultaneous bookings of one slot cannot both succeed
A meeting that looks booked, is booked
The failure worth designing for is the quiet one: the CRM shows a confirmed meeting, the provider call actually failed, and nobody finds out until the rep dials into a conference that does not exist. Every meeting here records whether its provider work succeeded. If Google or Zoom refuses, the meeting is marked failed with the provider’s own words on it and a retry beside it — never rendered as a success.
- Providers a host has not connected are never offered as an option
- Failures show the provider’s message, not a generic error
- Retry is one click and does not create a duplicate meeting
Meetings & scheduling, in detail.
Do we need a paid Google Workspace or Zoom plan?
No. A free Google account creates Meet links, and Zoom’s free Basic plan creates meetings through the API perfectly well — its 40-minute cap applies to the rep’s own account, not to us. A personal Google account gets a video-only Meet link without dial-in numbers, which need a Workspace edition.
Whose calendar does the meeting land on?
The host’s. If an admin schedules on behalf of a colleague, the event is created on that colleague’s connected calendar and the invitation comes from them — which is also why the provider options change depending on who you pick as host.
What if a rep connects nothing at all?
Scheduling still works. A meeting can be a phone call, an in-person visit, or a link you paste in yourself, and booking pages still respect the working hours they set. Connecting a calendar adds two things: conferencing links, and awareness of the events they did not book here.
What happens to booked meetings if someone disconnects?
They stay on the calendar and stay in the CRM with their join links intact — they were created on that person’s account and they remain theirs. We stop managing them, and the disconnect screen tells you how many upcoming meetings that affects before you confirm.
Try it on your own data.
Free workspace, an industry pack installed at setup, and every price published. No mandatory call.
Free trial · no card required · every price published