Add Quick Actions to Shared Spaces Updated October 18, 2024 20:51 Effective collaboration is vital for achieving organizational success in today's fast-paced business environment. The addition of Quick Actions to Shared Spaces enables you to integrate the tools that move a deal along and make your sales process as effective as possible. With just a few clicks, Quick Actions help drive momentum throughout the deal cycle by giving both sellers and buyers more tools to collaborate, all within a single Shared Space. Tip: You'll find a list of available apps for Quick Actions here. Key features Easily collaborate with your prospects and customers Ensures all participants are aligned You need this to succeed Access to Showpad's Web app, Windows Desktop app, or iOS app Showpad Ultimate plan with the Enterprise add-on A Showpad account or a participant invite Your share or embed URL Choose your success platform Web App Windows Desktop iOS See how it works on the Web App The quick way to awesomeness on the Web App Add a Quick Action Edit a Quick Action Remove a Quick Action Do this step by step Adding a Quick Action In the Quick Actions panel, click the Add button and select an app from the list. For this example, we used Calendly. In the Add a quick action dialog: Enter a Name for the Quick Action Enter a URL for the app to share Note: This URL must come from your account in the selected app. Select the visibility of the app in the Quick Action panel (internal and external or internal only) Click the Add quick action button. The app is now available as a Quick Action.When the app is selected, it opens directly within the Shared Space. Back to Top Editing a Quick Action In the Quick Actions panel, click the three dot menu and select Edit. The Edit Quick Action modal is displayed, where you can modify the Quick Action settings. Once you've finished, click the Save changes button. Back to Top Removing a Quick Action In the Quick Actions panel, click the three dot menu and select Remove. Click the Remove button to permanently remove the app from your Quick Actions panel or Cancel to stop the removal Back to Top See how it works on the Windows Desktop App The quick way to awesomeness on the Windows Desktop App Add a Quick Action Edit a Quick Action Remove a Quick Action Do this step by step Adding a Quick Action In the Quick Actions panel, click the Add button and select an app from the list. For this example, we used Calendly. In the Add a quick action dialog: Enter a Name for the Quick Action Enter a URL for the app to share Note: This URL must come from your account in the selected app. Select the visibility of the app in the Quick Action panel (internal and external or internal only) Click the Add Quick Action button. The app is now available as a Quick Action.When the app is selected, it opens directly within the Shared Space. Back to Top Editing a Quick Action In the Quick Actions panel, click the three dot menu and select Edit. The Edit Quick Action modal is displayed, where you can modify the Quick Action settings. Once you've finished, click the Save changes button. Back to Top Removing a Quick Action In the Quick Actions panel, click the three dot menu and select Remove. Click the Remove button to permanently remove the app from your Quick Actions panel or Cancel to stop the removal. Back to Top See how it works on iOS The quick way to awesomeness on iOS Add a Quick Action Edit a Quick Action Remove a Quick Action Do this step by step Adding a Quick Action In the Quick Actions panel, click the Add button and select an app from the list. For this example, we used Calendly. In the Add a quick action dialog: Enter a Name for the Quick Action Enter a URL for the app to share Note: This URL must come from your account in the selected app. Select the visibility of the app in the Quick Action panel (internal and external or internal only) Click the Add Quick Action button. The app is now available as a Quick Action.When the app is selected, it opens directly within the Shared Space. Back to Top Editing a Quick Action In the Quick Actions panel, click the three dot menu and select Edit. The Edit Quick Action modal is displayed, where you can modify the Quick Action settings. Once you've finished, click the Save changes button. Back to Top Removing a Quick Action In the Quick Actions panel, click the three dot menu and select Remove. Click the Remove button to permanently remove the app from your Quick Actions panel or Cancel to stop the removal. Back to Top Available Shared Spaces Apps If your admin has installed Shared Spaces apps, you'll see a Quick Actions panel in your Shared Space. Showpad provides the following calendar scheduling Shared Space apps: Shared Space App Description Calendly for Shared Spaces Business communication platform used for teams to schedule, prepare and follow up on external meetings. To add Calendly as a Quick Action, you'll need to use a scheduling link. Find out more here. Google Calendar for Shared Spaces Time-management and scheduling calendar service developed by Google. To add Google Calendar as a Quick Action, you'll need to: Use appointment scheduling to create a booking page. Then, locate the URL part of the embed code. Find out more here. Hubspot Calendar for Shared Spaces Meeting scheduler connected to your HubSpot contacts database. To add Hubspot Calendar as a Quick Action, you'll need to use scheduling pages with the meetings tool. Find out more here. Salesloft Calendar for Shared Spaces Meeting scheduler connected to your Salesloft platform. To add Salesloft Calendar as a Quick Action, you'll need to use Meeting Links. Find out more here. Cal for Shared Spaces Open-source meeting scheduler. To add Cal as a Quick Action, you'll need to create an event type. Find out more here. Zcal for Shared Spaces Scheduling software to manage team meetings and appointments. To add Zcal as a Quick Action, you'll need to: Create an invite link. Then, locate the URL part of the embed code. Find out more here. Pipedrive Calendar for Shared Spaces Meeting scheduler connected to your Pipedrive CRM. To add Pipedrive Calendar as a Quick Action, you'll need to use the meeting scheduler tool. Find out more here. Microsoft Bookings for Shared Spaces Reservations management software to manage appointments and booking schedules. To add Microsoft Bookings as a Quick Action, you'll need to: Microsoft Bookings with me - Share a Bookings with me page. Find out more here. Microsoft Bookings - Customize and publish your Booking page. Find out more here. Outreach for Shared Spaces Scheduling calendar service connected to Outreach. To add Outreach as a Quick action, you'll need to create Meeting Windows. Find out more here. Related to showpad apps shared space Related articles Interact with buyers in Shared Spaces Setting up Shared Space Quick Actions Transfer Shared Spaces' ownership 2024 Generate a link for sharing your content