Welcome to Qualified—a conversational sales platform. Powered by proprietary intelligence and analytics, the Pipeline Cloud helps you book meetings with website visitors to win new business.
Set up your new Qualified account in under five minutes:
- Create your account
- Connect your calendar
- Fill out your profile
- Connect to Salesforce
- Configure meeting settings
- Learn more
Questions? Email or click the Qualified messenger below to chat with our technical support team.
1. Create Your Account
First, create your new Qualified account. Find the email from invite@qualified.com and click Join Now. Your username will be your email. Enter a password and click Set password.
2. Connect Your Calendar
To link your calendar with Qualified:
Google Calendar
1. Click Connect to Google:
2. Select your Google account or enter your Google login details.
3. If prompted, check all permission levels to grant Qualified access to your calendar and click Continue.
4. Click Allow.
Microsoft Outlook Calendar
1. Click Connect to Microsoft:
2. Select your Microsoft account or enter your Microsoft Outlook login details.
3. Click Accept.
Qualified uses OAuth2 and the Microsoft Graph API to view and create events on your reps' calendars. This API works with most work, personal, and school Microsoft Outlook accounts.
If you see a “Need admin approval” error, ask your Microsoft Azure admin to follow the steps here to grant the minimum needed permissions for our integration:
- Calendars.ReadWrite
- User.Read
- offline_access
To ensure your meetings appear in your correct time zone on your calendar, verify that the time zone in your Microsoft account is accurate and un-check the Timezone option on your calendar events.
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3. Fill Out Your Profile
Share who you are and then click the → button.
Personal Profile
Upload a profile photo and complete all fields. When visitors are offered your calendar, they’ll see:
- Profile picture (JPG or PNG)
- First name
- Last name
- Job title
Conference Details
Within the Conference details section, you have the option to connect directly to Zoom or Teams, or enter your personal meeting link and/or phone number that all meeting attendees will use to join. After a meeting is booked via Qualified, a confirmation email is sent to the visitor with a unique meeting link generated by Zoom/Teams, or your unique conference details:
While it is recommended to connect through Zoom or Teams, expand the following for guidance on how to find and copy your personal meeting link:
Zoom
- Log in to your Zoom account from a browser.
- Click Meetings.
- Click Personal Room.
- Copy the Invite Link.
Microsoft Teams
- Click Calendar from the left.
- Click Meet Now.
- From the pop-up that appears, click Get a link to share.
- Copy the link.
Google Meet
- Create an event in Google Calendar.
- Click Add Google Meet video conferencing.
- Next to Does not repeat, click the Down arrow icon.
- Select Custom… from the drop-down menu.
- On the pop-up window, set your event to Repeat every 1 month on any day or time that Ends: Never. (This serves as a placeholder.)
- Click Done.
- Copy the Google Meet URL. Click Save.
4. Connect to Salesforce
Next, connect to Salesforce so Qualified can update records automatically:
- Click Connect to Salesforce. Note that if your team has a custom Salesforce domain, you may need to click "Use Custom Domain" and then continue on the next screen.
- Enter your Salesforce login details or connect via your company’s SSO process.
- Click Log In and follow the verification prompts.
- Click Done and you’ll be logged into your new Qualified account.
5. Configure Meeting Settings
Qualified meetings automatically schedules and sends calendar invites for prospect meetings. To fine-tune your calendar and meeting preferences:
- Select your local time zone. (Qualified schedules meetings based on your account’s time zone.)
- Click Save.
- Click Calendar to adjust these settings:
- Your availability: The weekly time period that Qualified is allowed to schedule events, such as weekdays between 8:00 am-4:00 pm.
- Minimum meeting notice: The amount of time between when a website visitor requests a meeting and the first schedule opening offered. If a visitor is shown the meeting booker at 1:00 pm and the Minimum meeting notice is 30 minutes, for example, the next available meeting offered will be 1:30 pm.
- Buffer between meetings: The minimum time you want between back-to-back meetings. Grant yourself time for a quick break between calls to grab water or stretch.
- Click Save.
As you get started with Qualified, we recommend setting these as Minimum meeting notice (30 minutes) and Buffer between meetings (0 minutes/None). With a wide-open calendar, it’s easier to book more prospect meetings.
6. Learn More 🚀
And that's it—you're all set in Qualified!
Learn more about other Qualified features, like how visitors use the Qualified meeting scheduler and how your sales reps chat with website visitors live.
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