Salesroom integrates with Calendly using your personal meeting link. It's as simple as including your link as the custom video conferencing option.
Updating Round Robin
Round Robin setup on Calendly with Salesroom đ watch here
Preferences for conference or location for Round Robin Event Types are handled differently than for other types of events. An admin or the owner of the Round Robin Event can edit the team members section and add the location for each member.
Making it easier for buyers to join meetings.
When you set up events in Calendly, make sure that you select the âCalendar invitationâ (instead of âEmail Confirmationâ) option in the âCommunicationsâ section of your event.
If you pick âEmail Confirmationâ, your prospective buyers wonât see a meeting link and âJoinâ button on their calendar, they will only see your personal meeting URL, and may find it harder to join the meeting.
CRM sync
If you are using a CRM that is not Hubspot or Salesroom and sync meetings via a Zapier integration, you need to pay attention to the âMeeting nameâ. Because Salesroom will never ask your buyers to sign in or give their email address, the meeting name is the key to identifying the right contact / opportunity in your CRM.
To ensure that your meeting syncs correctly, please make sure:
That you go to your calendar and follow the meeting link in the calendar event. Do not go to your waiting room in Salesroom
Start the meeting 1-2 minutes before the scheduled start
Once youâre in the meeting, you buyers will either join directly or appear in your waiting room. If buyers are in the waiting room, you will see a pop-up at the top of the screen. Choose the option âAdd to this meetingâ.
If you donât start the scheduled meeting before the buyer joins and start an instant meeting from your waiting room instead, the meeting name will not be aligned with the calendar event, and your meeting likely wonât sync to the CRM correctly.