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, action items, and transcripts directly to your Contacts, Accounts and Opportunities in Salesforce
- Read's Search Copilot 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.
- 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, Accounts, and Opportunities in Salesforce.
- Incorporate Salesforce Data into Read: This allows us to include your Salesforce data in Search Copilot, 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.
- If a Contact does not exist as a record in Salesforce at the time of the meeting, and you have 'Create new Salesforce leads' 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.