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 operate 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 events from your calendar and schedule the bot to request joining them automatically.

Which calendars are synchronized?

Salescaling automatically syncs all calendars that you own:

• ✅ Primary calendar: Your primary calendar (Google/Outlook)

• ✅ Secondary calendars: Any additional calendar 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 sync events from shared calendars, each user must connect their own account to Salescaling.

Important Note: You must admit the Bot to the Meeting! Although connecting the calendar automates the bot's arrival to 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 admit it manually so it can enter and begin recording.

2. Supported Video Call Platforms

Salescaling is compatible with the main platforms on the market:

• Google Meet and Microsoft Teams: These platforms are often supported natively.

• 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 do not connect your calendar, you have two options to analyze meetings: add meetings manually through the Bot Manager or upload the recordings once they have finished.

Are calendars shared by my colleagues synchronized?

No. Salescaling only syncs calendars that you are the direct owner of. Calendars shared by other users are not imported automatically.

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 add meetings manually if necessary

How often is calendar synchronization updated?

Synchronization is automatic and continuous:

• Sync window: Events from the next month (30 days) are imported

• Daily update: The 30-day window is updated each day

• Real-time synchronization: Changes in your calendar are reflected automatically

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