tl;dv

Connect tl;dv (opens in a new tab) to Customerscore.io and see meetings with your customers directly on their detail page — including the AI notes and topics tl;dv generates for every call. Meetings are matched to customers automatically by attendee email address and company domain.

You'll need:

• A tl;dv account on a plan with API access (Pro or Business)
• ADMIN role in Customerscore.io

Step 1 — Get your tl;dv API key

1. Open the tl;dv app (opens in a new tab) and go to Settings → My Account → API keys
2. Create a new API key and copy it

Step 2 — Connect in Customerscore.io

1. Open Settings → Providers (opens in a new tab) and click tl;dv in the Meetings section
2. Paste your API key
3. Pick the initial sync window — how far back the first sync reaches (30, 90, 180, or 365 days)
4. Excluded domains (optional) — comma-separated domains (partners, agencies) that should never be matched to customers
5. Click Connect tl;dv

The first sync starts automatically. After that, meetings sync once a day (6:00 in your account's timezone by default — configurable in the integration settings). You can always trigger a manual run with Sync now.

How meetings are matched to customers

Each meeting's invitees (including the organizer) are compared against your customer records, in two tiers:

1. Email address — an invitee's address equals a customer's (or their contact's) email property
2. Company domain — an invitee's company domain matches exactly one customer's email or website domain. Shared/freemail domains (gmail.com, outlook.com, …) and ambiguous domains that would match several customers are skipped.

Matched meetings appear in the Meetings tab on the customer detail, with the AI notes, topics and a link to the recording in tl;dv.

Security & data handling

• Read-only usage. The API key is only used to read your meetings — Customerscore.io never modifies anything in your tl;dv workspace.
• No transcripts stored. Customerscore.io stores meeting metadata (title, time, duration, invitees), the AI notes summary and topics. The full transcript and recording stay in tl;dv — the meeting detail links out to them.
• Unmatched meetings are not stored. Meetings whose invitees don't match any of your customers are skipped entirely.
• Revocable at any time. Delete the API key in tl;dv to cut off access. Disconnecting the integration in Customerscore.io deletes all synced meetings from our systems.

Troubleshooting

• "tl;dv rejected the API key" — the key was copied incompletely, revoked, or your plan doesn't include API access (Pro/Business required). Create a fresh key and reconnect.
• Meetings aren't matching — matching needs customer email or website properties to be filled in. Matching applies on the next daily sync after you fill them in.