Connect your Google Calendar to Salesroom to create meetings from directly within your calendar. You can either use the addon or skip it completely and invite Salesroom as a participant.
Connect your Calendar
Navigate to "Your profile" by clicking on your avatar, click "Settings" and then "Connections". Click "Sign in with Google", this step needs to be completed.
Install the Salesroom Calendar AddOn
The calendar add on is a fast and simple way to schedule Salesroom meetings in Google Calendar.
"Admin install" will install for everyone in the company. "Individual install" will only install for you. Once installed, you will see "Salesroom Meeting" appear in the "Add video conferencing" menu.
Can't Install an AddOn? No Problem!
Salesroom works without any downloads or installs. You can start creating Salesroom events in your Google Calendar without using the AddOn. As long as the "Connect your Calendar" step above has been completed. Inviting [email protected] as a participant to any event, will update that event with a Salesroom meeting link.
Setting Salesroom as your Default Video Conferencing Provider
All providers, including Zoom, have to conduct similar steps to make this work.
Remember these changes will impact your entire organization. If you are a Sales team using Salesroom, others in your organization will also see Salesroom as their default video conferencing provider.
Step 1 - Uninstall Other Video Conferencing AddOn
If you have any other video conferencing addon's installed, you will need to remove them to ensure Salesrooms AddOn is at the top of the list.
Step 2 - Install Salesroom AddOn as Admin
Uninstall Salesroom AddOn if you already have it installed. This is true for all users in your company.
Using the button found in Settings > Connections, click "Install AddOn" and then "Admin install"
Here is an email example of asking your IT department to do this for you.
Subject: Request for Admin Installation of Salesroom Google Calendar Add-on
Dear [IT Department / IT Admin's Name],
I hope this message finds you well. I am writing to request the installation of an add-on to our Google Calendar system, specifically the Salesroom Google Calendar Add-on. This tool has been specifically designed to enhance the effectiveness and efficiency of virtual sales meetings, which forms a crucial part of my role here at [Your Company's Name].
The Salesroom add-on will provide us with a platform similar to Zoom but more tailored towards the needs of virtual selling. This will enable us to streamline our sales processes, improve our customer interactions, and ultimately drive better results. I understand and respect our company's policy regarding the installation of new software, which is why I am requesting an Admin Install of this add-on. The add-on can be found at the following URL: https://workspace.google.com/marketplace/app/salesroom/156690954387
I believe that the integration of the Salesroom add-on into our Google Calendar will significantly enhance our capabilities as a sales team, and I appreciate your consideration of this request. Please let me know if there is any additional information needed, or if there are any steps I need to follow to facilitate this process.
Thank you for your time and support.
Best Regards,
[Your Name]
[Your Position]
[Your Contact Information]
Step 3 - Change Google Workspace Defaults
These changes can take up to 10 minutes to take effect.
Visit Apps > Google Workspace > Settings for Calendar > Sharing settings as a Google Admin via https://admin.google.com
Off - Make Google Meet the default video conferencing provider when available
On - Automatically add video conferencing to events users create
Permissions
Why do you need edit permissions?
As a seller or a buyer, you don't need to download any apps, add-ons, or extensions; Salesroom just works. It's a vital difference Salesroom has over other platforms. We also pride ourselves on asking for the absolute minimum permissions needed when integrating with other tools.
To help sellers schedule meetings more quickly, we integrate with Google Calendar. So whenever we see [email protected] as a participant for an event, we know it's a Salesroom meeting, and we add the link and relevant details to the invite.
To see which events are meant to be Salesroom meetings, we need to view events as they are created or updated.
To update an event to include Salesroom details, we need to edit the event on your behalf.
Google Calendar only gives one permission level to edit events, and that's "View and edit events on all your calendars." These are the permissions we ask for when connecting your calendar.
Only events which have [email protected] are kept track of on our side. The data we store for those events are:
unique identifier - to help us update an event
title - to show the title in the meeting
date and time - to schedule the meeting, so it does not start until the seller is ready
participants - to know who can access the event
What do I do if I don't want to give Salesrooom permission?
Firstly reach out to us so we can learn more and improve. Then, you can schedule meetings within Salesroom and copy to link manually to your event in Google Calendar.
Troubleshooting
You may need to turn Google Meets off, wait 10 minutes, repeat the steps above and then turn Google Meets back on. As per Google's own instructions.
Visit Apps > Google Workspace > Settings for Google Meet > Service Status as a Google Admin via https://admin.google.com