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Google Meet integration overview

The Google Meet integration allows reps to schedule and join meetings with automatically-created Google Meet links, launch and join on the fly meetings while they are on calls, and email and SMS those links to prospects in the Sellfire platform while retaining Sellfire reporting and the ability for Managers to live call coach reps without prospects hearing or adding another participant to the meeting. Recorded meetings can then be reviewed directly in Sellfire call reports.

IMPORTANT: For this integration to function optimally, reps need to ensure they have the latest version of and are logged into the Sellfire Google Chrome extension.

Set up

Enablement users

Before reps will have the option to connect Sellfire with their Google Meet, an Enablement user needs to navigate to System Configuration > Integrations, and click the Connect toggle on the Google Meet tile.

Note: Only connect Google Meet in your production Sellfire account that you are using for real leads and activities. Do not connect your sandbox (test) Sellfire account.

Rep users

Once an Enablement user has connected the integration for your organization, reps can take the following steps to connect to their Google Meet instances.

Note: Only connect Google Meet in your production Sellfire account that you are using for real leads and activities. Do not connect any sandbox (test) Sellfire account that you may have.

    1. Navigate to Account Settings, which is accessed at the top of the left navigation bar by clicking on the profile picture.
    2. Navigate to the Google Meet tile under the integrations section, and click Connect.
    3. Complete the authentication flow that appears. This will look similar to how these flows look when authenticating Google with other applications.
    4. Verify that the integration is connected by navigating to the Dialer section and checking to see if the Google Meet icon is populated at the top right of the lead card in the Next Action section.
      1. Note that if you do not have any leads assigned to you yet, you won't be able to complete this step. Don't worry, once you have been assigned leads, you can validate.
    5. Celebrate with your friends, family, and coworkers!

Creating and joining meetings

Google Meet links can be created and meetings joined by reps from Sellfire before making a dial, during a current call, and as part of scheduling and creating an event invite for the future.

From a Lead Card

    1. Ensure you are logged into to the updated version of the Sellfire Google Chrome extension.
    2. When viewing a Lead Card, click the Google Meet icon at the top to the right of the business name, and click Create Meeting. This will create a meeting that you can then join and/or send the link to the prospect from Sellfire.
    3. Once the Google Meet is created, the Google Meet icon will be shaded blue .
    4. To send the meeting link to the prospect, click the Google Meet icon and click the options to send the link to the prospect via email and/or SMS.
    5. To join the meeting, click the Google Meet icon and Join Google Meeting.
    6. Click LAUNCH WINDOW to launch the Google Meet browser tab.
    7. In the Google Meet tab, do NOT click Join now. Click Join and use a phone for audio.
    8. Click the Dial In tab, and then navigate back to your Sellfire tab. You do not need to do anything else in the Google Meet tab to join the meeting.
      Do NOT click Join now from the Google Meet tab.
    9. Back in Sellfire, the dial in phone number and meeting PIN will automatically populate in the Sellfire join meeting window (as long as you are logged in to the Sellfire Google Chrome extension), and once you click JOIN MEETING, you will hear Sellfire automatically calling into the Google Meet and entering the meeting PIN.
    10. Congrats, you're now in the Google Meet via Sellfire! All functionality in both systems will work normally, including Sellfire reporting metrics and Enablement and Manager users being able to live monitor calls and call coach (aka "whisper") to reps without prospects hearing them.
    11. Due to Google Meet regulations, the video of the meeting will not be automatically recorded. To record the video of the meeting so that it populates in the Sellfire call report along with the voice recording, in the Google Meet tab, click the three dots next to the hang up icon (shown below) and Manage recording (shown below).

      1. Before recording, make sure that you have received the prospect's permission to do so.

During a current call

    1. Ensure you are logged into to an updated version of the Sellfire Google Chrome extension.
    2. At the bottom of the call result flow in the right pane of the current call screen, click CREATE MEETING > Create A Google Meet (shown below).
    3. Click MEETING CREATED, and send the meeting link to the prospect via SMS or email.
    4. Confirm the prospect has the link and is joining the Google Meet.
    5. Click Meeting Created > Join Google Meeting.
    6. Click LAUNCH WINDOW to launch the Google Meet browser tab.
    7. In the Google Meet tab, do NOT click Join now. Click Join and use a phone for audio.
    8. Click the Dial In tab, and then navigate back to your Sellfire tab. You do not need to do anything else in the Google Meet tab to join the meeting.
      Do NOT click Join now from the Google Meet tab.
    9. Back in Sellfire, the dial in phone number and meeting PIN will automatically populate in the Sellfire join meeting window (as long as you are logged in to the Sellfire Google Chrome extension). Once you click JOIN MEETING, you will be disconnected from the current call, and you will hear Sellfire automatically calling into the Google Meet and entering the meeting PIN, so ensure the prospect is able to join the Google Meet before clicking JOIN MEETING.
    10. Congrats, you're now in the Google Meet via Sellfire! All functionality in both systems will work normally, including Sellfire reporting metrics and Enablement and Manager users being able to live monitor calls and call coach (aka "whisper") to reps without prospects hearing them.
    11. Due to Google Meet regulations, the video of the meeting will not be automatically recorded. To record the video of the meeting so that it populates in the Sellfire call report along with the voice recording, in the Google Meet tab, click the three dots next to the hang up icon (shown below) and Manage recording (shown below).

      1. Before recording, make sure that you have received the prospect's permission to do so.

While scheduling a future event

    1. Ensure you are logged into to an updated version of the Sellfire Google Chrome extension.
    2. In a current call or through a non-call activity, go through the result flow to schedule a demo. After you have selected the date and time of the demo, in the next screen, select Google Meet as the Meeting Type (shown below). This will automatically add a Google Meet link to the invite that you send to the prospect once you have completed the scheduling flow.
    3. As the event approaches, the associated lead will populate automatically in your Next Action section. Click the START SCHEDULED MEETING button at the bottom of the lead card (shown below) and complete steps F through K described in the From a lead card section above.

Reviewing Google Meet recordings

If the rep connected to the Google Meet from Sellfire and recorded the meeting per the flows described above, those meeting recordings will be attached to the Call Reports associated with those meetings in Sellfire. These generally take approximately 15 minutes to populate after the meeting has ended. To access the call reports, find the lead and call (in the Rep Queue, Dashboard reporting, All Leads / My Leads sections, or Call Library), and click on the call recording link.