Lime Go

With the Meetric integration, you can automatically send AI-generated meeting summaries from Meetric to Lime Go.
Each summary is added as a Signal on the matching Person and Organization, allowing your team to review insights directly within Lime Go.

Getting Started

Prerequisites

• Admin access in Lime Go (to create or retrieve an API key).

• A Lime Go API key.

• Access to Meetric with permissions to manage integrations.

Simple Connection
Meetric connects to Lime Go using your API key only. No API URL or domain field is required.

Connect Lime Go and Meetric

1. Retrieve API Key: In Lime Go, create or copy your API key (requires admin rights).

2. Open Meetric: Navigate to Settings → Integrations → Lime Go.
   

3. Configure: Paste your API key into the designated field.

4. Authorize: Click Create Token to establish the connection.

Test Connection

• Click Test Integration (or "Test API") in Meetric.

• A success message will appear if the connection is working correctly.

Using the Integration

Once the integration is set up, viewing your meeting insights in Lime Go is seamless.

Viewing Summaries in Lime Go

1. Open the relevant Organization or Person record in Lime Go.

2. Locate the Signal created by Meetric. It will be titled with the conversation summary and the presenter's name.

3. Expand the Signal to read the full summary text, view participants, and access the direct link to the recording.

How it Works

The Sync Process

1. Meeting: Conduct your meeting or call in Meetric as usual.

2. AI Analysis: Meetric generates the AI summary once the meeting ends.

3. Matching: Meetric matches the participant to a Person and Organization in Lime Go.

4. Creation: Meetric creates a Signal containing the summary.

Sync Timing: Data typically syncs a few minutes after the meeting ends.

What is Created in Lime Go?

Meetric creates a Signal with the following details:

• Name (Title): Format: Conversation Summary: {Presenter} | {Meeting name} - {Date/time}.

• Strength: A default signal strength is assigned.

• Note Body: The full summary text, including participants, manual notes, the AI summary, and a link to the recording in Meetric.

If a meeting has multiple external participants, Meetric may create multiple signals (one per matched receiver).

Data Mapping & Matching

Matching Logic

Meetric searches for an existing Lime Go record using the following priority:

1. Primary: Email address.

2. Fallback: Phone number.

Auto-Create Feature (Optional)

If “Create Contact in CRM” is enabled in your Meetric settings:

• If no match is found, Meetric can automatically create a new Organization (company) and a new Person (using name, email, and phone when available).

• The Signal is then linked to these new records.

• If disabled, no signal will be created for participants who do not already exist in Lime Go.

Troubleshooting

• Test connection fails: Verify the API key is correct and active. Try generating a new key in Lime Go if needed.

• No signal appears: Confirm the meeting was external and that the summary has finished processing.

• Wrong person matched: Check for duplicate records with the same email or phone in Lime Go.

Security & Disconnecting

Disconnecting

In Meetric, go to Settings $\rightarrow$ Integrations $\rightarrow$ Lime Go and click Disconnect.

Existing signals will remain in Lime Go as historical records

Security & Privacy

• Encryption: All requests are sent over secure HTTPS.

• Data Hosting: Lime Go stores the signal text, while the original recordings and transcripts remain securely hosted in Meetric.