Do I keep using Whereby?

Yes. Whereby 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 Whereby 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 Whereby 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.

Integration

Sync Whereby meetings into SmarterMeetings

Whereby keeps video simple for client calls. SmarterMeetings syncs Whereby meetings via API key so lightweight video stacks still get structured follow-up and CRM sync.

API key connection
Scheduled sync
Works with full multi-provider inbox
Client tagging and task tracking
Salesforce on supported plans

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Small teams choosing Whereby for ease of use shouldn't sacrifice meeting intelligence. SmarterMeetings adds organization and CRM connectivity without changing how you run calls.

Whereby's lightweight rooms work well for client check-ins; SmarterMeetings ensures those calls don't live only in someone's inbox. API key setup keeps the stack simple for boutiques without IT departments.

As you add Zoom or Fathom for larger accounts, Whereby recordings remain in the same client timeline—no migration project when the firm grows.

Whereby meetings in SmarterMeetings inbox

Whereby calls in your unified inbox · actual workspace

What you see after sync

Every Whereby 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 Whereby, 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 Whereby alone compares to adding SmarterMeetings? Read: Whereby vs SmarterMeetings →

Related integrations

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Meeting follow-up checklist for client-facing teams

Frequently asked questions

Do I keep using Whereby?: Yes. Whereby 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 Whereby 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 Whereby 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.