Microsoft (Calendar and Teams)

Connecting your Microsoft (Outlook/Office 365) account is the easiest way to automate the recording of your Teams video calls in Salescaling.

1. Connect your Microsoft Calendar

This is the essential step for the Salescaling bot to identify your meetings and join them automatically.

Steps for Connection:
1. Go to Settings > Integrations.
2. In the Calendar section, find the Microsoft card and click Connect.
3. You will be redirected to a Microsoft login page, where you must enter your email or phone and follow the steps to authorize Salescaling.
4. Once authorized, you will return to Salescaling and the Microsoft Calendar card will show the status "Connected".
Main Benefit: By completing this connection, all meetings from your Microsoft calendar will automatically appear in your Bot Manager.

Synchronization Functionality:

Synchronization Window: The platform automatically imports all meetings scheduled for the next month (30 days).
Continuous Update: This process is repeated daily, always maintaining a one-month view window. This way, the Bot Manager will always be updated with your upcoming events without you having to do anything.

Which calendars are synchronized?

Salescaling automatically synchronizes all calendars you own:

✅ Primary calendar: Your primary Outlook/Office 365 calendar
✅ Secondary calendars: Any additional calendars you have created
❌ Shared calendars: Calendars shared by other users (not synchronized)
❌ 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 Microsoft account to Salescaling.

2. Support for Microsoft Teams

The Video Calls section shows the Microsoft Teams integration with a green checkmark by default. This means it is ready to use without the need for additional integration setup.

Once the Microsoft calendar has been connected, the Salescaling bot will be able to identify and automatically join Microsoft Teams meetings found in the events. Additionally, it is possible to have the bot join a Teams meeting manually:

Using the Record Meeting option within the Salescaling platform.
Using the Salescaling browser extension directly from Microsoft Teams.

To learn more: You can consult the guide on how to use the Salescaling Browser Extension to record meetings instantly.

Allowed Microsoft Teams links

For the Salescaling bot to correctly join your Microsoft Teams meetings, the link must follow the standard Teams format:

✅ Valid links:

https://teams.microsoft.com/l/meetup-join/abc123
https://teams.microsoft.com/meet/abc123
https://company.teams.microsoft.com/l/meetup-join/abc123
https://teams.microsoft.com/l/meetup-join/abc123/def456

❌ Invalid links:

Outlook Calendar links that are not Teams-specific
Links from other video call platforms
Links that do not contain the teams.microsoft.com domain
Links with additional parameters in the URL

Tip: When creating an event in Outlook Calendar, make sure the "Add Microsoft Teams video call" option is activated to automatically generate the correct link.

Frequently Asked Questions (FAQ)

What exact permissions am I giving Salescaling when connecting my Microsoft account?

By authorizing the connection, you give Salescaling permission to:

Read calendar events: Title, description, date/time, participants
Access video call links: Microsoft Teams, Google Meet, and Zoom links in events
Synchronize automatically: Import events for the next month (30 days)

Technical permissions requested: Calendars.Read offline_access (read-only for calendars)

What Salescaling does NOT access:

❌ Personal emails
❌ Private event notes
❌ Attachments
❌ Other Microsoft 365 data

Are my shared calendars or those of other users synchronized?

No. Salescaling only synchronizes calendars you directly own:

✅ Your primary Outlook calendar
✅ Secondary calendars you have created
❌ Calendars shared by colleagues
❌ Read-only third-party calendars

If you need to synchronize events from shared calendars, each user must connect their own Microsoft account.

What happens if I have multiple calendars in my Microsoft account?

All your own calendars are automatically synchronized. You don't need to configure anything additional:

Your primary Outlook calendar will appear immediately
Any secondary calendars you have created will also be synchronized
You can filter by specific calendar in the Bot Manager if necessary

How often is synchronization updated?

Synchronization is automatic and continuous:

Initial import: Upon connection, events for the next month 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.