With Read AI for Salesforce, you get a CRM copilot that helps you in several ways:
- Meeting Assistant: Read takes notes during your sales calls so you can focus on your prospects. It syncs meeting notes and action items to your Contacts, Leads, Accounts, and Opportunities in Salesforce.
- Ask Read: An enterprise search tool that answers questions using your Salesforce data, past meeting transcripts, and other sources like email, chat, and documentation platforms.
- CRM Recommendations: Read analyzes your Salesforce opportunities and recommends when they’re ready to move to a new stage.
Read AI helps you catch up on prospects before your calls by reviewing past notes. It can answer questions during your calls, and it keeps Salesforce up to date as your opportunities progress.
Getting Started
Before you start:
The Salesforce integration is only available on Pro, Enterprise, and Enterprise+ plans.
- Salesforce Person Accounts aren’t supported for syncing.
- The integration needs Salesforce API access. If you’re not sure you have it, ask your Salesforce account rep.
- The first Read AI user in your Workspace to connect must be a Salesforce Administrator. Other users can connect after that.
- Consider connecting Salesforce for your entire Workspace instead of just your own account. See Connecting your Read Workspace to Salesforce.
To connect the integration:
- Go to the Salesforce integration page in your Read AI account and click Connect.
-
When prompted, sign in to your primary Salesforce account, then click Allow to grant access.
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.