With Read AI Meeting Notes for Salesforce, we'll take care of your note taking during your Sales calls, letting you engage more directly with your prospects when it matters most.
- Get Read AI where you do your work-- Read syncs meeting notes, action items, and transcripts directly to your Contacts, Accounts and Opportunities in Salesforce
- Easily catch up on prospect progress with meeting summaries tied to corresponding Contacts
- Get a birds eye view of meetings happening across your teams
Getting Started
Before you start:
The Salesforce integration is only available on Pro, Enterprise, and Enterprise+ plans. Salesforce 'Person Accounts' are not currently supported for syncing. Additionally, a Salesforce Administrator will need to be the first Read AI user in your Workspace to connect an account before subsequent connections are allowed
- Visit the Salesforce Integration Page 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 select several configuration options:
- Automatically push Read Meeting notes and contacts to Salesforce- The core functionality of the integration, this enables Read AI to sync Meeting Notes to your Contacts, Accounts, and Opportunities in Salesforce.
- Incorporate Salesforce data into Read- This allows us to summarize data for you from your Salesforce account.
- Create new Salesforce entries- Enabling this will cause new Contacts/Leads to be created if no corresponding contact is found in your Salesforce instance. Use the dropdown menu to select if you'd like new entries to be created as Contacts or Leads.
- 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.
- If a Contact does not exist as a record in Salesforce at the time of the meeting, and you have 'Create new Salesforce contacts' option in your Read account disabled, then the Meeting Report will not sync to that participant.
- Contacts created by Read will not have an associated Account, which means that Salesforce will treat it as though the sharing settings are Private. This means that only the contact owner 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.