Integration
Sync MeetGeek meetings into SmarterMeetings
MeetGeek automates meeting notes across platforms. SmarterMeetings adds the organizational layer—client tagging, task tracking, and Salesforce sync—on top of MeetGeek's capture.
- API key setup in minutes
- Scheduled sync into unified inbox
- Combine with Zoom, Teams, and Fathom
- Review status and task assignment
- CRM integration on eligible plans
Teams using MeetGeek for capture often still need a system of record for client work. SmarterMeetings becomes that layer without replacing MeetGeek—just syncing what it already records.
MeetGeek's cross-platform capture pairs well with SmarterMeetings' cross-platform follow-up: one API key, scheduled sync, and the same client tags your delivery team already uses for Fathom or Zoom.
When MeetGeek adds a new integration on their side, your SmarterMeetings workflow stays constant—review, task, CRM—because the organizational layer doesn't change.
MeetGeek calls in your unified inbox · actual workspace
What you see after sync
Every MeetGeek meeting appears in the same list as your other providers—with transcript, summary, tasks, and client tags on the detail panel. Filter by provider when you want only MeetGeek, or by client when you need the full account story across every recorder your team uses.
Review status shows partners which calls still need a pass before the next engagement. Open tasks roll up to the home dashboard so Monday prep isn't a scavenger hunt through forwarded recap links.
Explore all features →Wondering how MeetGeek alone compares to adding SmarterMeetings? Read: MeetGeek vs SmarterMeetings →
Related guides
Frequently asked questions
- Do I keep using MeetGeek?
- Yes. MeetGeek continues to capture and summarize your calls. SmarterMeetings syncs those meetings into one workspace for client tags, tasks, and review—without replacing your recorder.
- How often does MeetGeek sync?
- You choose a schedule (weekday business hours by default) or click Refresh meetings anytime after connecting in Settings.
- Which SmarterMeetings plan do I need?
- All plans include multi-provider sync and tasks. Personal Pro and Team add Salesforce logging when you need CRM push from synced meetings.
- Can I push MeetGeek meetings to Salesforce?
- Yes, on Personal Pro and Team plans. Link records from the meeting detail, review AI-suggested field updates, and push summaries without copy-paste.