How to Connect Salesforce CRM to Meetario

Why Salesforce + Meetario

Salesforce is the world's leading CRM platform. By connecting it to Meetario, every booking automatically syncs to Salesforce — contacts are created or updated, and meetings are logged as Events on the contact record. Your sales team sees the full meeting history without any manual data entry.

What the Integration Does

Contact upsert — Meetario searches for an existing Contact by email. If found, it updates the name. If not, it creates a new Contact with the guest's name and email.
Event creation — Each booking is logged as a Salesforce Event linked to the Contact. The event includes the booking type, date/time, duration, meeting URL, and any notes.
Automatic sync — This happens on every new booking — no manual trigger needed.

Step 1: Create a Salesforce Connected App

In Salesforce, go to Setup → Apps → App Manager and click New Connected App.
Enable OAuth Settings. Add scopes: api, refresh_token.
Set the Callback URL to https://login.salesforce.com/services/oauth2/success.
Save and wait a few minutes for the app to activate.
Copy the Consumer Key (Client ID) and Consumer Secret.
Authorize the app via the OAuth flow to obtain a Refresh Token.

Step 2: Connect in Meetario

Go to /app/integrations and find the Salesforce card.
Click Connect and enter your Consumer Key, Consumer Secret, Refresh Token, and Instance URL (e.g., https://yourorg.my.salesforce.com).
Click Save & Connect. Meetario will automatically exchange the refresh token for access tokens as needed.

Step 3: Test the Integration

Book a test meeting on your own booking page using a test email. Then check Salesforce:

Search for the test email in Contacts — the contact should exist.
Open the contact and check the Activity History — the meeting event should appear.

How It Helps Your Team

Zero data entry — No more copying meeting details from email to Salesforce. It happens automatically.
Complete meeting history — Every Meetario booking appears on the contact's timeline in Salesforce.
Salesforce automation — Trigger Salesforce Flows or Process Builder rules based on meeting events — send follow-ups, update opportunity stages, or assign tasks.
Reporting — Use Salesforce Reports to analyze meeting volume, conversion rates, and team activity.

Requirements

Salesforce Professional, Enterprise, or Unlimited edition (API access is required).
Your Salesforce user must have API access enabled in their profile.

Troubleshooting

If the connection fails with "API not enabled," ask your Salesforce admin to enable API access for your user profile.
If contacts are not synced, check that your Salesforce user has Create and Edit permissions on Contacts and Events.
Salesforce access tokens expire every 2 hours — Meetario refreshes them automatically using your Refresh Token. If sync stops, check that the Refresh Token has not been revoked in Salesforce Setup.
Salesforce Developer editions have API call limits — if you hit the limit, sync will resume in the next period.