Google Calendar Integration
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.
Usage InstructionsConnect your CalendarInstall the Salesroom Calendar AddOnCan't Install an AddOn? No Problem!Setting Salesroom as your Default Video Conferencing ProviderStep 1 - Uninstall Other Video Conferencing AddOnStep 2 - Install Salesroom AddOn as AdminStep 3 - Change Google Workspace DefaultsPermissionsWhy do you need edit permissions?What do I do if I don't want to give Salesrooom permission?Troubleshooting
Usage Instructions
Connect your Calendar
This step is required.
Navigate to "Your profile" by clicking on your avatar on the top right, click "Settings" and then "Connections". Click "Sign in with Google", this step needs to be completed.
Install the Salesroom Calendar AddOn
This step is optional. Admin permissions should not be needed.
A fast and simple way to schedule Salesroom meetings in Google Calendar. Install AddOn
"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!
This step is optional.
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"
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
This step is not always needed.
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
