NetSendo v1.7.16: Zoom, Google Meet & CRM Upgrades
🚀 What's New in NetSendo v1.7.16
This release is one of our biggest yet, focused on a single goal: turning your NetSendo CRM into the ultimate, unified command center for your sales and marketing activities. We've eliminated the need to jump between your CRM, calendar, and video conferencing tools.
Native Video Meetings
Connect your Zoom and Google accounts to add unique meeting links to CRM tasks automatically.
Unified Calendar
See your CRM tasks and Google Calendar events in a single, streamlined list view for a complete picture of your day.
Meeting Reminders
Get real-time, unmissable browser notifications 5 minutes and 1 minute before a meeting starts.
Seamless Video Meetings: Zoom & Google Meet Integration
Say goodbye to manually creating and sharing meeting links. NetSendo now integrates directly with both Zoom and Google Meet. Simply connect your account, and a new toggle will appear when creating a meeting-type task in the CRM. Enable it, and NetSendo automatically generates a unique meeting, adds the link to the task, and includes it in the calendar invitation. You can even add guest emails and track their RSVP status right from the task modal!
ℹ️ Total Data Control: By connecting your video conferencing tools to your self-hosted NetSendo instance, you maintain full control over your data flow, a key advantage over cloud-based marketing platforms.
A Smarter, Faster Sales Funnel
We've supercharged the CRM Kanban board for maximum efficiency. You can now click on any deal to open a **Deal Detail Modal**, allowing you to edit its name, value, stage, or associated contacts without leaving the board. Speaking of contacts, our new **Searchable Selects** let you find the right contact or company instantly, even with thousands of records. The form is now smarter, too—select a contact, and their company is automatically filled in!
Your Unified Command Center: The New Calendar & List View
Your "Tasks" area is now a true daily planner. The calendar view now defaults to a more practical **Weekly** layout and scrolls to your morning schedule. More importantly, the **List View now displays events from your connected Google Calendar** right alongside your CRM tasks. With "Join Meet" and "Quick Meet" buttons on every relevant task and event, you're always just one click away from your next call.
Never Miss a Meeting: Real-Time Reminders
To ensure you're always on time, we've built a powerful new notification system. NetSendo now checks for upcoming meetings every 30 seconds. You'll receive:
- A 5-minute warning: A gentle, dismissible notification to help you prepare.
- A 1-minute/start-time alert: A sticky, unmissable notification with a prominent "Join Meeting" button.
This all happens in your browser with a subtle audio cue, so as long as NetSendo is open in a tab, you'll never be late again.
💡 Benefits & Real-World Use Cases
These new features work together to create a seamless workflow for any team that relies on meetings to drive growth.
SaaS Sales Teams
A prospect books a demo through a form on your website. This creates a contact and a deal in NetSendo. Your sales rep creates a follow-up task, toggles "Add Zoom Meeting," and adds the prospect as a guest. The prospect gets a calendar invite, and the sales rep gets automatic reminders. The entire process, from lead to demo, happens within NetSendo.
Marketing Agencies
Manage client onboarding calls, weekly check-ins, and new business pitches from one place. Use the Google Meet integration for client-facing calls and the revamped Kanban board to track the status of proposals. The unified calendar view helps you balance client work with new business development.
🛠️ Step-by-Step Guide: Connecting Your Zoom Account
Ready to start creating meetings automatically? Here's how to connect your Zoom account in just a few clicks.
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Navigate to the Marketplace
From your NetSendo dashboard, go to the top-right menu and click on "Marketplace". Find and select the Zoom integration.
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Authorize NetSendo
Click the "Connect Zoom" button. You will be redirected to Zoom to sign in and authorize the NetSendo app. This secure OAuth 2.0 process ensures your credentials are safe.
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Create a CRM Task
Go to CRM → Tasks and create a new task. Be sure to select "Meeting" as the task type and enable "Sync to Google Calendar".
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Add Your Zoom Meeting
A new "Add Zoom Meeting" toggle will now be visible. Simply switch it on! NetSendo will handle the rest, generating the meeting and adding all details to the task and calendar event upon saving.
🎯 Expert Tips for Power Users
While you can connect both Zoom and Google Meet, toggling one in the task modal will disable the other for that specific meeting. This gives you per-meeting flexibility to choose the best platform for your client.
The new meeting reminder notifications are browser-based. To ensure you receive them, keep the NetSendo application open in a browser tab throughout your workday.
Use the new unified List View in the CRM as your daily agenda. It's the fastest way to see all your commitments—both internal tasks and external calendar events—and join meetings with a single click.
Ready to Unify Your Sales Workflow?
This update is a massive step towards making NetSendo the all-in-one, self-hosted platform for your business growth. Update your instance to v1.7.16 to get started.
