Video conferencing in events

BoldSales allows integration with popular video conferencing platforms like Google Meet and Microsoft Teams, enabling users to schedule, manage, and join online meetings within the application. This article explains how to connect your preferred platform and utilize them in events.

Use cases

Virtual client meetings

When meeting clients who are located in different cities or countries, video conferencing eliminates the need for travel. By integrating Google Meet, Microsoft Teams in BoldSales, you can schedule and share meeting links instantly, ensuring smooth communication.

Internal team collaboration

For teams working remotely or across multiple offices, video conferencing allows real-time collaboration. Scheduling events with integrated meeting links ensures everyone can join from their location without logistical challenges.

Product demos and presentations

Sales teams often need to showcase products to prospects. Using video conferencing links in events makes it easy to conduct live demos, share screens, and answer questions without requiring in-person meetings.

Connect your video conferencing platform

To connect your video conferencing platform,

• Click on Setup from the left sidebar menu and then navigate to My Profile > Video Conferencing.
• Alternatively, click your profile icon at the top right of the page, select View profile & settings and open the Video Conferencing tab.
• Connect your preferred platform: Google Meet or Microsoft Teams.

Organization wide video conferencing settings are configured by admins. For more details, visit: Configure video conferencing platform

Schedule a meeting

After connecting your platform, you can easily generate meeting links when scheduling events in BoldSales. Create a new event using one of the following methods:

• Go to Activities > Events from the left sidebar menu and click + Event button in the top right.
• Click the + icon in the Events widget under the Activities section of the home page.
• Click the global + icon in the top right side of the screen and select Event.
• Press N + E on your keyboard.

Once the create form drawer opens,

• Fill in the required event details and add participants.
• Set a reminder to notify participants before the event (Optional).
• Depending on the connected platform, Google Meet or Microsoft Teams will be available. Turn on the Meeting link. This will create the meeting link and include it in the details page once the event is created.
• Click Create & Invite to send notifications to all participants.

Make sure your calendar is connected. This is required to generate the meeting link and also to set reminders.

Join a meeting

After an event is scheduled, all participants receive an email notification that includes the meeting link. You can join the meeting by clicking the link in the email.

Participants who are users in BoldSales and have access to Events can also join the meeting directly from the event’s details page.

• Open the event’s details page.
• Locate the Meeting link field.
• Click Join now to enter the meeting. If needed, you can copy the link and share it.

Frequently asked questions (FAQs)

What happens if I disconnect my video conferencing account?

If you disconnect your account, you will no longer be able to generate new meeting links for events. Existing links in scheduled events will remain active.