Quickstart
Expected time: 5 minutes. No admin needed.Step 1: Sign up & connect Gmail
Create your workspace and grant Gmail read access so Octolane can ingest recent threads.
[Screenshot: Gmail connect screen]
[Screenshot: Gmail connect screen]
Step 2: Connect Google Calendar
Link your calendar so meetings map to accounts, contacts, and opportunities automatically.
[Screenshot: Calendar connect screen]
[Screenshot: Calendar connect screen]
Step 3: Initial sync
We pull the last 90 days of signals, dedupe, and enrich. Expect your first updates within minutes.
[Screenshot: Sync in progress]
[Screenshot: Sync in progress]
Step 4: See auto-updated fields
Open any record to see emails, meetings, and contact enrichment written back for you.
[Screenshot: Auto-updated fields]
[Screenshot: Auto-updated fields]
Step 5: Create opportunities with natural language
Type “Create opp for Acme from today’s call, $45k, close next quarter” and we’ll handle the rest.
[Screenshot: NL opportunity creation]
[Screenshot: NL opportunity creation]