Learning Center

Integrations

Connect your CRM, calendar, Slack, and AI tools.

For everyone · 2 minGuideConnect Google CalendarConnect your Google Calendar so Scalign's meeting assistant knows which meetings to join and record.ReadFor everyone · 3 minGuideConnect Microsoft: Teams and OutlookConnect your Outlook calendar so Scalign knows which Teams meetings to join, and what your IT administrator does if your organization requires admin approval.ReadFor everyone · 3 minGuideConnect your email: Gmail or OutlookConnect Gmail or Outlook so the assistant drafts follow-up emails in your mailbox (never sends them) and reads email threads for context.ReadFor everyone · 4 minGuideConnect HubSpotConnect HubSpot so Scalign preps you with company and deal context and adds a note to the right company or deal after every sales meeting.ReadFor everyone · 3 minGuideConnect SalesforceConnect Salesforce so Scalign preps you with account and opportunity context and adds a note to the right account after every sales meeting.ReadFor everyone · 3 minGuideConnect PipedriveConnect Pipedrive so Scalign preps you with organization and deal context and adds a note to the right organization after every sales meeting.ReadFor everyone · 4 minGuideConnect AttioConnect Attio so Scalign preps you with company and deal context and adds a note to the right company after every sales meeting.ReadFor everyone · 1 minGuideConnect SlackConnect Slack to get a message when a meeting recording is ready to review.ReadFor everyone · 2 minGuideConnect Claude, Cursor and other AI tools (MCP)Connect Claude, Cursor or any MCP client to Scalign, so your AI tool can search your meetings, companies and deals.ReadFor everyone · 2 minGuideConnect ChatGPTAdd Scalign to ChatGPT as a custom MCP server, so you can ask about your meetings, companies and deals right in ChatGPT.ReadFor everyone · 2 minGuideConnect ClickUp BrainAdd Scalign as a custom MCP server in ClickUp, so ClickUp Brain and your Super Agents can answer from your meetings, companies and deals.ReadFor everyone · 2 minGuideImport meetings from another toolSwitching to Scalign? Bring your meeting history over once from Fathom, Fellow, Fireflies, Modjo or Attio.ReadFor everyone · 3 minGuideMigrate your meetings from Read AISwitching from Read AI? Your AI assistant moves your meeting history into Scalign. It maps the speakers, you approve one, and it does the rest.ReadFor Sales and Revenue Leaders · 3 minGuideKeep MEDDPICC (or your methodology) up to date on HubSpot dealsPut Scalign's MEDDPICC, MEDDIC, BANT or SPICED read on the HubSpot deal and keep it current daily. Runs as a scheduled task in your AI assistant, with no setup in Scalign.Read

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