A video conferencing link is a unique URL that allows participants to join an online meeting via a virtual meeting platform. When you book a meeting through Salesloft, you can add a default video conferencing link to your meeting invites.
Default video conferencing links in Salesloft are generated by the video conferencing integrations. Salesloft Meetings supports three Video Conferencing Integrations:
- Zoom for Meetings
- Google Meet
- Microsoft Teams
You can enable a video conferencing integration to generate a unique meeting link and add it to your default meeting invite.
In this article, you will learn how to set up your video conferencing link. This article includes:
- You must connect to your Calendar Settings before you can set up a video conference link.
- Before you can enable a video conferencing integration and generate a video conferencing link, an admin must first enable the video conferencing integration for your team. Once enabled, you can continue with the steps below.
- The video conferencing integrations mentioned in this article are separate from the Conversations API Integrations.
- Only one unique video conferencing link is created and used whenever you book meetings through Salesloft.
- If your Zoom settings require a password when scheduling new meetings, Salesloft will automatically generate a 10 symbol password for each meeting and include it to the invite.
- When you set up a video conferencing integration, you are connecting your video conferencing account to Salesloft. Only one account can be connected for each integration.
- Multiple users cannot connect the same account.
- You cannot use the same account for more than one team. For example, if you connect a Zoom account to your sandbox team, you will not be able to connect it to your production environment.
Watch this quick video to learn how to set up your video conferencing link.
The Zoom for Meetings integration connects your Zoom account to Salesloft and allows you to add a Zoom link to your Salesloft Meetings. Before you can set up the Zoom for Meetings integration, you must:
Once your calendar is connected to Salesloft and your Zoom administrator has approved the Salesloft app, you can set up the Zoom for Meetings integrations in your Personal Calendar Settings.
To set up Zoom for Meetings, follow these steps:
- Go to your settings.
- Select Calendar from the left menu options.
- Go to the Video Conferencing tab.
- From the Zoom tile, click Connect. This will open the Connect Zoom window.
- From the Connect Zoom window, choose from the following options:
- Connect: Establishes connection between Zoom and Salesloft to create a unique Zoom link for your Salesloft meetings.
- Connect and Set as Default Location: Establishes connection between Zoom and Salesloft to create a unique Zoom link for your Salesloft meetings and automatically add the link to the location field in your meeting invites.
- Once you choose a connection option, you will be directed to Zoom. If you are not currently logged in to your Zoom account, you will be directed to the login page, then the authorization page. If you are currently logged in to your Zoom account, you will be directed to the authorization page.
- Review the authorization page, then click Allow. You will be directed back to Salesloft.
Once you have connected Zoom for Meetings, you should see Connected as [your email address] in the Zoom for Meetings tile. If you set your Zoom link as your default location, you will see confirmation in the tile.
Figure 1: Set up a Zoom for Meetings video conferencing link from the Calendar settings.
The Google Meet Integration generates a unique meeting link for your default invite.
In order to use this integration, you must connect a Google email address and the calendar associated with that email address to Salesloft. Once your Google email address and calendar are connected to Salesloft, the Google Meet Integration will be automatically enabled.
Here's what you'll see in your Personal Calendar settings under the Video Conferencing tab:
Figure 2: Set up a Google Meeting video conferencing link from the Calendar settings.
The Microsoft Teams Integration generates a unique Microsoft Teams link for your default invite.
In order to use this integration, you must connect a Microsoft email address and the calendar associated with that email address. Once your Microsoft email address and calendar are connected, the Microsoft Teams Integration will be automatically enabled.
Here's what you'll see in your Personal Calendar settings under the Video Conferencing tab:
Figure 3: Set up the Microsoft Teams video conferencing link from the Calendar settings.
Once you set up your video conferencing integration, you can add it to your default meeting invite.
How Salesloft Prioritizes Video Conferencing When Multiple Providers Are Enabled
If your team has a video conferencing provider enabled (such as Google Meet or Microsoft Teams) and you have Zoom connected and set as your default meeting location, Salesloft automatically prioritizes your personal Zoom setting. Your calendar invite will include a single Zoom link and the team-level provider will not generate an additional link.
If you have not set a personal location default, Salesloft uses your team's video conferencing provider instead.
This priority order applies to both in-app bookings and prospect-led bookings via your meeting form link. No setup is required on your end â Salesloft manages this automatically.
