With Read AI for Salesforce, you're getting a CRM Copilot that supercharges your Salesforce experience in multiple ways:
- Read's Meeting Assistant will handle the note taking during your sales calls, letting you fully engage with your prospects when it matters most. Read syncs meeting notes and action items directly to your Contacts, Accounts and Opportunities in Salesforce
- Read's Ask Read is a powerful enterprise search tool that can answer questions and generate complex responses using the information in your Salesforce account, in addition to past meeting transcripts and other sources like email, chat, and documentation platforms.
- Read will also analyze your Salesforce opportunities and make recommendations for when they are ready to move to a new stage.
Read AI is the perfect tool to help you catch up on prospect progress ahead of your calls by reviewing past notes, get answers to questions potentially in real time during your calls, and keep your Salesforce up to date as your opportunities evolve.
Getting Started
Before you start:
The Salesforce integration is only available on Read's Pro, Enterprise, and Enterprise+ plans. Please also note:
- Salesforce 'Person Accounts' are not currently supported for syncing.
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The integration requires API access. Please contact your Salesforce account rep to enable or inquire about whether you have access if you are unsure.
- A Salesforce Administrator will need to be the first Read AI user in your Workspace to connect an account before subsequent connections are allowed.
To connect the integration:
- Visit the Salesforce Integration Page in your Read AI account and click 'Connect'
- Enter your Salesforce credentials of your primary Salesforce account when prompted, and click 'Allow' when prompted to grant access:
- You're done!
Integration Settings & Options
Once you've connected Read AI to your Salesforce account, you'll be able to configure
several options:
- Auto-Push Meeting Notes to Salesforce: The core functionality of the integration, this enables Read AI to sync meeting notes to your Contacts/Leads, Accounts, and Opportunities in Salesforce.
- Incorporate Salesforce Data into Read: This allows us to include your Salesforce data in Ask Read, and also to provide recommendations for your opportunity stage updates
- Create New Salesforce Leads: Enabling this will cause new leads to be created if no corresponding contact or lead is found in your Salesforce instance.
- Sync past meetings: When clicked, this will backfill all previous meeting reports that included external participants into Salesforce.
Locating Synced Meeting Reports in Salesforce
Each Meeting Report is synced to the external participant's Contact or Lead record in Salesforce, and is also viewable on the Account record associated with the Contact. You can find the Meeting Report in the 'Activity' section of the Contact or Account record.
Please note:
- Only external participants (that is, participants with an email address in another domain than yours) are eligible to have Meeting Reports synced to their Salesforce record.
- Read gets the participant info, including email address, from the associated calendar event. This means that auto-push will not work if you don't have a calendar connected to Read, or if you start Read manually. This also means that Read cannot detect or sync with participants who were not invited to the calendar event.
- If a Contact or Lead for a participant does not exist in Salesforce at the time of the meeting, and the 'Create New Salesforce Leads' option in your Read account is disabled, then the Meeting Report will not sync to that participant. If Create New Salesforce Leads option in your Read account is enabled Read can create a new contact or lead for you.
- Leads created by Read may not be visible to other Salesforce users if your organization-wide default sharing for Leads is set to Private. This means that only the Lead owner (you) and those with View All Data or Modify All Data can search for it using Global Search or Lookup Search.
- Meeting Reports will also be viewable on the primary Account record associated with a Contact, as well as any open Opportunities connected to meeting participants.