Integrations
Salescaling becomes more efficient when synced with tools like calendars and CRMs.
For Google or Microsoft Calendar integrations, meetings are synced automatically, enabling Salescaling to record via Google Meet or Microsoft Teams and analyse them without extra steps.
HubSpot integration reflects meeting interactions in your CRM, allowing you to track client progress and review meeting effectiveness.
To integrate these tools, go to Settings > Integrations, select your tool, authenticate, and allow the required permissions. You'll see a confirmation message once the integration is successful.
Select the integration you wish to connect, and you'll be redirected to the authentication page of the chosen tool. On this external page, review the requested permissions carefully, as these are required for Salescaling to access your meetings and data.
Once you authorise the connection, you'll be redirected back to Salescaling, where a confirmation message will indicate that the integration has been successfully completed.
For Google or Microsoft Calendar integrations, meetings are synced automatically, enabling Salescaling to record via Google Meet or Microsoft Teams and analyse them without extra steps.
HubSpot integration reflects meeting interactions in your CRM, allowing you to track client progress and review meeting effectiveness.
To integrate these tools, go to Settings > Integrations, select your tool, authenticate, and allow the required permissions. You'll see a confirmation message once the integration is successful.
Select the integration you wish to connect, and you'll be redirected to the authentication page of the chosen tool. On this external page, review the requested permissions carefully, as these are required for Salescaling to access your meetings and data.
Once you authorise the connection, you'll be redirected back to Salescaling, where a confirmation message will indicate that the integration has been successfully completed.
Updated on: 01/10/2024
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