Connect KickScale

You need a Zentrik workspace owner or admin role and permission to create an API key in KickScale.

1. In KickScale, open Settings → Integrations → API & Webhooks. Create an API key and copy the Client ID. See KickScale’s API-key guide.
2. In Zentrik, open Settings → Integrations → KickScale.
3. Enter the Client ID and API key, then choose Connect KickScale.
4. Check that the connection is ready. Zentrik checks access to both meetings and calls before saving it.

KickScale API keys expire after one year. Replace the key on the existing connection to retain saved imports and history. This connector uses KickScale’s REST API; its separate MCP sign-in does not authorize this connection.

1. In Discovery, choose KickScale from the import sources.
2. Choose a date range, Meetings or Phone calls, and the audience. Use search to narrow the results, then choose Find conversations.
3. Open a conversation title to preview the original transcript. Select up to 100 conversations across pages.
4. Choose a destination product and People policy, then choose Import. Follow the run receipt to the imported Signals and their processing status.

A Signal stores the conversation as source evidence. Reimporting the same conversation reuses that Signal and refreshes changed content. Generated tracker annotations are optional context; they do not replace the transcript. Speaker names are retained when the transcript identifies them. Zentrik does not invent timestamps or customer affiliations.

When processing finishes, open the Signal from the run receipt. Check its source, product, Account links and Evidence. A processed Signal can contain Evidence without producing an Insight; the receipt explains the processing outcome.

You can also select a transcript when adding initiative evidence or attaching a conversation to a Huddle. These destinations do not create a Discovery import.

The connection’s Discovery account matching policy uses KickScale customer domains and optional meeting-title patterns to find existing Zentrik Accounts. A domain alone can suggest an Account but needs confirmation. Conflicting matches remain unresolved.

1. Open Accounts → Review → Unlinked sources and select Needs an Account.
2. Find the KickScale source identity, such as a customer domain, and choose Link.
3. Select the existing Account, choose Review this source link, and check the affected-record count before confirming.
4. Open an affected Signal and check its Accounts section. Future imports carrying that source identity use the confirmed link.

Enable Save customer attendees as People during import to match or create reliably identified external attendees. A participant who is not marked as a seller is not automatically a customer. Create missing Accounts from company domains is a separate choice; leave it off to keep People unassigned when their Account is unknown.

This connector does not import an Account directory from KickScale. CRM IDs alone cannot link Accounts without a verified CRM provider and tenant. See Account matching for the shared review workflow.

From the connection’s saved imports, create an import, choose its eligible products, and set the conversation types, audience, title rules, exclusions, and first-run lookback. Preview matches scans a bounded sample without importing it. Tracker choices come from that sample and may not include every configured tracker.

Test the draft, review the result, and activate the import. Choose an available schedule for repeated reads. Incremental runs revisit the previous seven days to catch late transcripts and recent changes; older edits and deletions are not automatically reconciled.

For faster arrivals, choose Set up live arrival on the connection. Add its webhook URL in KickScale for meeting_analyzed and call_analyzed events, paste KickScale’s hexadecimal signing secret into Zentrik, and choose Enable live arrival. Activate a saved import with live arrival enabled. Keep a schedule as a fallback. Live arrival requires live sync on your Zentrik plan. The webhook sends its payload before Zentrik applies import filters.

Disconnect KickScale in its Zentrik settings to stop new reads. Disable live arrival and remove the webhook in KickScale if you created one. Imported Signals, transcript snapshots, account links, and insights remain until deleted. Disconnecting does not erase retained evidence.