Before a discovery call
Check the attendee list before you start. A new name on the invitation can change the questions you want to ask, even when the account is familiar.
Bring your Google Calendar meetings into the SalesViking agenda. See who is invited, when you are meeting and where to join.
Google Calendar is an available connection. It brings calendar events into your agenda; it does not give SalesViking access to Gmail.
You have a discovery call with Northstar in ten minutes. Your connected calendar puts the invitation in your SalesViking agenda.
Who is on the next invitation?
Source to checkGoogle Calendar example invitationIllustrative sources for the fields above. All customer details are fictional.
Use your own records and check the source before carrying a detail into a customer conversation.
Check the attendee list before you start. A new name on the invitation can change the questions you want to ask, even when the account is familiar.
Use the agenda to find the next meeting and its join link. Keep the calendar details close, then return to SalesViking for the transcript and summary after the call.
In the Mac app, open Settings, then Integrations. Choose Google Calendar and complete the account authorization. Use the agenda to check the meetings that appear.
Explore AskCalendar access and call capture are separate. Capturing a call needs Microphone and System Audio Recording permissions on your Mac. The calendar connection does not join meetings or send email.
See the current plansNo. This connection brings meetings, attendees and join links into the agenda. Gmail activity is part of the planned Google Workspace connection.
Google Calendar is an available connection. It brings calendar events into your agenda; it does not give SalesViking access to Gmail.
In the Mac app, open Settings, then Integrations. Choose Google Calendar and complete the account authorization. Use the agenda to check the meetings that appear.
Calendar access and call capture are separate. Capturing a call needs Microphone and System Audio Recording permissions on your Mac. The calendar connection does not join meetings or send email.
Start with call notes on your Mac. Choose the connections that fit your work.
Get for Mac