Integrating with Salesforce allows you to make our lead routing feature smarter by checking for existing contact/account/lead owners in Salesforce. If a customer reaches out to your organization for a meeting, instead of creating a new relationship with a member on your team, we can maintain consistency by routing to someone who is already familiar with the account.

💡 NOTE: This feature is only available for GoodTime Meet Enterprise Accounts. To become an enterprise account, contact our sales team: [email protected]

💡 NOTE: Currently, this feature only functions with organizations that are also integrated with Hubspot forms.

Setup

Permissions

This feature is only available for GoodTime Meet Enterprise Accounts. To become an enterprise account, contact our sales team: [email protected]

Within an Enterprise Account, this integration is only available to Company Admins.

• To verify that you are a company admin, navigate to https://meet.goodtime.io/settings/members. Find yourself on the list and verify your Role as Company Admin. If you are not a Company Admin, you can be added by another Company Admin. Filter by role to find out who to contact to be added.

• If you cannot find any Company Admins, that means your company does not have an Enterprise Account. Contact [email protected] to upgrade your account.

Setting up a Connected App in Salesforce

Before you can integrate GoodTime Meet with Salesforce, you need to setup a Connected App in Salesforce with specific settings that allow Meet to connect.

1. Login to Salesforce as an admin.
2. If not already in Setup mode, navigate to the top right gear icon, and click Setup.
3. In the global search box at the top of the page, type and select App Manager.
4. Select New Connected App from the top right corner.
5. Fill in the following three fields with whatever values makes sense for you:
   1. Connected App Name (something like “GoodTime Meet”)
   2. API Name (something like GoodTime_Meet)
   3. Contact Email (your email)
6. Click Enable OAuth Settings and fill in the following fields:

   1. Callback URL: https://meet.goodtime.io/v2/lead_routing/salesforce

   2. Selected OAuth Scopes:

      1. Full Access (full)
      2. Perform requests at any time (refresh token, offline_access)

   3. Check Enable Client Credentials Flow

   4. The other default settings in this section are your choice to leave on or turn off. The defaults will work perfectly. Here is a sample setup:

      

💡 NOTE: The Enable OAuth Settings are what make it possible for GoodTime Meet to read your salesforce data while you are not logged in, so that your end users can be routed to the right people automatically, no matter where you are. Read more info from Salesforce on setting up a Connected App here.