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Integrations

Migration to Salesforce External Client Apps

March 27, 2026

Meeting Assistant Overview

March 10, 2025

Microsoft Teams Integration Overview

July 9, 2024

Zoom Integration Overview

September 17, 2022

Connect Gmail to Revenue.io

September 9, 2022

Managing Meeting Assistant Account Settings

March 10, 2025

Integrate Microsoft Teams with Revenue.io

September 6, 2023

How To Whitelist Revenue.io Google Integration

September 21, 2022

Approving the Revenue.io Zoom Marketplace Application

September 21, 2022

Connect Microsoft Exchange/365 to Revenue.io

September 9, 2022

Managing the Meeting Assistant during a live Conversation

March 10, 2025

Integration Scopes

February 19, 2025

Configure Microsoft Teams Account Recording Settings and User Connections

February 1, 2024

Connecting your Zoom account to Revenue.io

September 21, 2022

Manually Inviting the Meeting Assistant to a Meeting

March 10, 2025

Integration Scopes

February 19, 2025

Manage User Recording Controls in Microsoft Teams

November 9, 2022

Logging Zoom Events to Salesforce

September 21, 2022

Using the Meeting Assistant with Google Meets

March 10, 2025

Logging MS Teams Events to Salesforce

September 19, 2024

Disable Recording for Zoom Meetings with only Internal Colleagues

September 19, 2022

Using the Meeting Assistant with Zoom

March 10, 2025

Disconnecting your Zoom account from Revenue.io

September 21, 2022

Using the Meeting Assistant with Microsoft Teams

March 27, 2026

Troubleshoot: Bot Is Disabled Error

June 11, 2024

Integrations

October 13, 2023

Automatic Participant Linking and Primary Contact Logging

March 24, 2026

Troubleshoot: Bot Messages in Wrong Teams Chat

April 16, 2025

Troubleshoot: No User Matches on Teams Integration Settings

January 30, 2025

Troubleshoot: Teams Meetings Not Visible in Conversation AI

October 2, 2024

Troubleshoot: Why can't I see my meeting recordings in Teams chat anymore?

June 11, 2024