Online Meeting creation directly from EspoCRM Meetings

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  • partomas
    Active Community Member
    • Sep 2018
    • 347

    #1

    Online Meeting creation directly from EspoCRM Meetings

    Hi,

    we’re missing what, in late 2025, feels like a very basic piece of CRM functionality: we still can’t create an online meeting (Zoom / Teams / Google Meet / etc.) directly from an EspoCRM Meeting record.

    Current workflow looks like this:
    1. Create a Meeting in EspoCRM.
    2. Open Outlook / Google Calendar / Zoom / Teams separately.
    3. Create the online event there.
    4. Copy the join link and manually paste it into EspoCRM (Location or Description).
    5. Hope nothing changes and nothing gets out of sync. 🙂

    It’s almost 2026, and not being able to create an online meeting from a CRM meeting starts to feel a bit like having a CRM without email integration – technically you can live without it, but it looks very outdated.
    What we actually need

    Goal:
    When creating or editing a Meeting in EspoCRM, we’d like to be able to:
    • tick something like “Create online meeting” (checkbox or toggle),
    • select a provider (Zoom, Outlook/Teams, Google Meet),
    • automatically create the corresponding online event,
    • automatically save the joinUrl into Meeting Location and/or Description,
    • keep changes in sync (time, date, attendees) with the external calendar.

    Possible functional design
    1. Additional fields on Meeting (concept level):
      • isOnline (bool),
      • onlineProvider (enum: Zoom, Outlook/Teams, Google Meet, etc.),
      • onlineEventId / externalEventId,
      • joinUrl.
    2. UI level:
      • Checkbox / toggle: “Create online meeting”.
      • Field “Provider” visible when isOnline is checked.
      • After the online event is created:
        • joinUrl is written into Location,
        • and optionally also added to Description for convenience.
    3. Sync behaviour:
      • If Meeting date/time changes in EspoCRM → update the external event.
      • If attendees change in EspoCRM → update invites in the external calendar (where technically possible).

    Relation to Meeting Scheduler extension


    From the Meeting Scheduler extension documentation, it’s clear that most of the building blocks already exist in the Espo ecosystem:
    • there is logic for working with external calendars,
    • meetings can be created automatically based on booked slots,
    • there is already a concept of generating links / booking URLs for external participants.

    In other words, a lot of the technical complexity around calendars and meetings seems to be solved inside the extension, but this power is not available in the standard Meeting edit view for internal users.

    What’s missing is essentially “just” reusing that existing logic to allow a user, from a regular Meeting:
    • to trigger creation of an online event in a connected calendar,
    • and to automatically store the generated online meeting link in the Meeting record.

    From a product perspective, it feels like the Meeting Scheduler is halfway there – the functionality exists, but only in the scheduling/booking context, not in the everyday Meeting form that users work with all the time.
    About paid Google / Outlook / Zoom integrations


    As far as I understand, Google, Outlook/Office 365 and Zoom integrations are paid extensions.
    Because of that, it’s quite natural for customers to expect that:
    • if they pay for these integrations,
    • they will be able to create online meetings directly from EspoCRM Meetings using those integrations.

    That’s why it feels a bit strange that, despite having paid integrations and the Meeting Scheduler extension, there is still no simple “Create online meeting” option in the Meeting entity itself.

    Especially with:
    1. Outlook / Office 365 / Exchange – widely used in corporate environments,
    2. Zoom – very common in sales and support teams,
    3. Google Calendar / Google Meet – extremely popular across many smaller and medium businesses.

    Technically, the Google Calendar API has supported event creation and online event details for a long time (e.g. createEvents guide https://developers.google.com/worksp.../create-events), so adding this capability on the CRM side seems like a very logical next step.
    Why this is important for business
    • Less manual work (no more double-creating events and copy-pasting links).
    • Fewer errors (wrong time, missing join link, unsynced attendees).
    • Sales, support, HR and other teams get a smoother daily workflow.

    From a user’s perspective, this type of feature is one of those “quality-of-life” improvements that makes EspoCRM feel modern and on par with other tools on the market – especially considering there are already paid calendar/meeting-related extensions in place.

    Thanks for considering this – I really believe this would be a high-impact improvement for teams that rely heavily on Meetings in EspoCRM.
  • emillod
    Active Community Member
    • Apr 2017
    • 1523

    #2
    Zoom Integration?

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