Checking for Syncs

How to check for syncs? Which tools/integrations are synced and which still needs to be synced?

Copilot syncs with a variety of tools used by different Sales teams. It syncs with these types of tools:
 

• CRM -  Example: Salesforce, Pipedrive, etc.

• Dialers - Example: Aircall, Outreach, etc.

• Video Conferencing Tools - Example: Zoom, Google Meet, etc.

Note: You can check all the integrations supported by Copilot here.

How to check for syncs?

Which tools/integrations are synced and which ones need syncing?
 

Go to "Workspace Settings" by clicking on right top corner > click on "Integrations." 

Check here which tools are synced and which are not.

Some integrations are synced and enabled/disabled on the admin level only—for example, Hubspot can only be connected by an admin user. 

You don't need to sync Video Conferencing tools specifically
 

There is no need for a video conferencing tool sync specifically. Copilot bot joins the calls made with these tools automatically if you:
 

• Sync your calendar (Google Calendar or Outlook Calendar) with Copilot.

• And put the URL of the meeting in the calendar event. 
   

Copilot always keeps on scanning your calendar and detects and joins all your sales calls. You can even see all your upcoming calls in your dashboard; Copilot bot would join all these calls automatically.
 

What to do for an ad-hoc call? Or any call not in your calendar?

You can still make the Copilot bot join your call. Check this article to learn how.