Integration Overview
Scratchpad’s Google Integration connects your Gmail account so you can easily search for and reference email data directly from Command (CMD+J).
The integration ensures key data is quickly accessible when you need it - whether it's finding a prospect’s reply or reviewing recent communications before a call.
The Google Integration also plays a key role in call intelligence by detecting events on your calendar to automatically trigger recordings when using Zoom or the Scratchpad Notaker.
Adding Google
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Integrations on the left menu bar and add Google
Use CMD+J to search Gmail within Scratchpad
FAQ
What triggers the “Next Meeting Scheduled” Calendar icon to show on an opportunity in Pipeline?
Google Integration is enabled in Scratchpad
There is an external participant on the Google Calendar event that is a contact in SFDC
That participant is related to an account with an active opportunity or related to an opportunity contact role.
Your View does not contain a Group
If there are multiple open Opportunities in an Account, we’ll only display the icon for the first Opportunity listed.
