Connect Calendars and Video Calls

Connecting your calendar and video call tools is the first and most important step to automate the recording and analysis of your conversations in Salescaling.

1. Calendar Connection

This is the fundamental integration for the Salescaling bot to function automatically.

• How it works: You must connect the calendar account you use, whether Google or Microsoft. To do this, simply click Connect and authorize Salescaling to access your calendar.
• Main benefit: Once connected, Salescaling will read your calendar events and schedule the bot to automatically request to join them.

Which calendars are synchronized?

Salescaling automatically synchronizes all calendars you own:

• ✅ Primary Calendar: Your primary calendar (Google/Outlook)
• ✅ Secondary Calendars: Any additional calendars you have created
• ❌ Shared Calendars: Calendars shared by other users
• ❌ Read-only Calendars: Third-party calendars with limited permissions

Important note: If you need to synchronize events from shared calendars, each user must connect their own account to Salescaling.

Important Note: You must admit the Bot to the Meeting! Although calendar connection automates the bot's arrival at your meeting, remember that, like any other guest, the Salescaling bot will appear in the "waiting room" or "lobby" of your video call. The meeting host must manually admit it so it can enter and start recording.

2. Supported Video Call Platforms

Salescaling is compatible with the main platforms on the market:

• Google Meet and Microsoft Teams: These platforms are usually natively supported.
• Zoom: For optimal operation, it is recommended to make a direct connection by clicking the Connect button.

Frequently Asked Questions (FAQ)

If I don't connect my calendar, can I still use Salescaling?

Yes, but you will lose the main advantage of automation. If you don't connect your calendar, you have two options for analyzing meetings: manually add meetings via the Bot Manager or upload recordings once they have finished.

Are calendars shared by my colleagues synchronized?

No. Salescaling only synchronizes calendars you directly own. Calendars shared by other users are not automatically imported.

Solutions:

• Each user must connect their own calendar account to Salescaling
• Events from shared calendars will appear when the calendar owner connects their account
• You can use the Bot Manager to manually add meetings if necessary

How often is calendar synchronization updated?

Synchronization is automatic and continuous:

• Synchronization window: Events for the next month (30 days) are imported
• Daily update: The 30-day window is updated daily
• Real-time synchronization: Changes in your calendar are automatically reflected

You don't need to do anything manually to keep synchronization active.