Salesforce
Coming soon
Every customer call, logged as activity.
Salesforce logging is in development — recaps attach to the opportunity as an activity record with owners and dates intact.
✓Opportunity and account matching
✓Recap saved as an activity record
✓Action items carry owner and due date
✓Coming soon
How it works
1
Connect Salesforce from your account settings.
2
Map attendees to accounts once.
3
Recaps log as activities after each call.
Frequently asked questions
When does Salesforce sync ship?
+
Will it create tasks for action items?
+
Other integrations
