Groove Onboarding for G-Suite Users: Google Calendar

Hey everyone! Check out the Groove Extension – it's a game-changer for simplifying meeting prep and Salesforce logging right from Google Calendar. This video shows you how to set up meetings, add contacts, and save events to Salesforce effortlessly. Plus, get handy tips for prepping, reviewing data, and updating Salesforce fields during and after meetings. Oh, and stay tuned for the upcoming integration with CL CoPilot for even more insights! Can't wait to try this out!

Key moments:

• Set up a meeting with auto logging - [0:00]

• Add a teammate and contact to the guest list - [0:37]

• Add a new contact to CRM - [1:05]

• Prep for upcoming meetings - [2:19]

• Update CRM fields post-meeting - [3:36]