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Tool Connectivity: How to Connect and Disconnect with Ease

Tool Connectivity: How to Connect and Disconnect with Ease

How to connect or disconnect tools in Spiky through the Integrations page for calendar, CRM, and cloud services.

Updated this week

Spiky helps you to integrate your daily tools to change your sales game. You can integrate your tech stack with Spiky for complete visibility of your deals and meetings. Seamlessly adapt your team's tools daily within seconds, requiring zero maintenance. There are two types of integration settings here:

  • Personal settings

Navigate to Settings > Integrations> Personal. You will see the potential integration categories:

  • Calendar

  • CRM

  • Cloud recordings

  1. Go to the tool category you would like to connect.

  2. Click on the Connect button. After pressing the button, you will be redirected to the login screen. Once you have logged in, your integration will be completed.

Connecting the calendar through the meetings page

You can also connect your calendar through the Meetings page.

  1. You can just navigate to the Meetings page.

  2. Click on the Invite Scribe button.

  3. Select your desired calendar to connect, then click the Connect button next to it.

  4. It will direct you to their sign-up and acknowledgment page. After you complete those steps, it is all done.

How to disconnect?

  1. You can go to the category of the tool that you would like to disconnect.

  2. Click on the Disconnect button.

  3. You will get an "Are you sure you want to disconnect...?" message. Click on the Disconnect button again.

  • Organizational settings

Navigate to Settings > Integrations > Organizational. You will see the potential integration categories:

  • Automated Workflow Integrations

  • iPaaS (Integration Platform as a Service)

  • Webhooks (Slack Notifications)

Only admins can change these integration settings.

What happens if I disconnect a tool?

Once you disconnect your tools, your current insights won't disappear from your account. It will affect your upcoming analysis.

  • If you disconnect your calendar, Scribe won't automatically join and analyze your meetings. You must invite it manually, select from your cloud recordings, or upload your meeting manually.

  • If you disconnect your CRM, you can no longer sync the meeting insights with your deals or get your deals and tags.

  • If you disconnect your video conferencing tool, you cannot select your previous cloud recordings to analyze.

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