Integrate Better Sales Pro video meetings into scheduling and CRM workflows.
FeaturedOverview
Better Sales Pro includes video conferencing in the product suite for HD meetings, invitations, and CRM-connected workflows. Use this guide to integrate meeting experiences into your apps while we expand dedicated meeting REST methods.
There is currently no public, fully versioned
/video/meetings REST collection documented from OpenAPI. Prefer product scheduling + CRM associations, and authenticate with the partner API for related CRM records (contacts, tasks, appointments/actions).
Concepts
- Meetings, hosts, participants, invitation links
- Scheduling and CRM relationships (contacts, leads, projects)
- Meeting status tracking in your application
- Recordings where enabled for the account
Current status
Documented partner methods related to scheduling/activity include action/task endpoints. For the product experience see Video Conferencing.
Product integration
1
Create meeting in Better Sales Pro or your orchestration layer.
2
Add participants using contact/lead emails from the CRM API.
3
Distribute meeting URL via email/SMS APIs or your app.
4
Track status in your system of record.
Recommended patterns
- Keep meeting URLs and participant lists in your app DB
- Sync attendees with Contacts / Leads
- Create follow-up Tasks after meetings
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