Keeping your Salesforce records up to date with meeting notes is essential for effective collaboration and customer management. Read AI offers two ways to log your meeting notes to Salesforce: automatically and manually. This guide walks you through both methods.
Prerequisites
- Connect the Salesforce integration
- Have a meeting with Read AI
- Only available on the Pro, Enterprise, and Enterprise+ plans
Automatic Logging of Meeting Notes
Read AI can automatically push meeting notes to Salesforce after your meetings, ensuring your CRM stays current without extra effort.
How Automatic Logging Works:
- Once your Salesforce integration is enabled, Read AI will detect meetings associated with Salesforce contacts, leads, accounts, or opportunities (based on the email addresses of those invited to your meeting).
- After the meeting ends, Read AI generates a summary and attaches it to the relevant Salesforce record (such as a contact, lead, or opportunity).
- Notes are logged as "call" type task, and may get duplicated
To Enable Automatic Logging:
- Ensure your Salesforce integration is connected in Read AI settings.
- Ensure the "Auto-Push Meeting Notes to Salesforce" setting is on
- If you're using the workspace Salesforce integration, your workspace admin may have enabled this setting by default for all users that have a Salesforce account
- Confirm that your meeting invitations include participants whose emails match Salesforce records.
- Alternatively, use the "Create New Salesforce Leads" setting to create and push to a new lead for any external participant not found in your Salesforce instance.
Note that you can also use the "Sync past meetings" button to push all of the meetings currently in your account, as a one-time operation.
What Gets Logged:
- Meeting title, participants, and Read AI report link
- Meeting Summary
- Chapters and Topics
- Action Items
- Key Questions
Manual Logging of Meeting Notes
If you need more control or want to log notes for a specific meeting, you can manually push notes to Salesforce.
To Manually Log Meeting Notes:
- After your meeting, go to the meeting report page in Read AI.
- Click the "Salesforce" button in the top right (may need to click the "+" button to find it)
- Search for the relevant Salesforce record (contact, lead, opportunity, or account).
- You may search for and select multiple records before pushing.
- Click "Push Report" to log the notes. You should see this green notification indicating success:
Tips for Manual Logging:
- Use manual logging if the meeting participants are not automatically matched to Salesforce records (e.g. if you added Read manually and not from your calendar auto-join)
- You can edit the notes before pushing to ensure accuracy and relevance.
Troubleshooting & FAQs
- Why aren’t my notes appearing in Salesforce?
- Double-check your Salesforce integration status in Read AI.
- Ensure meeting participants’ emails (from the calendar event) match Salesforce records.
- Contact your Read AI admin if automatic logging is not working as expected.
- Can I customize what gets logged?
- Yes, admins can configure what information is included in the notes pushed to Salesforce.
- Where do the notes appear in Salesforce?
- Notes are typically attached to the relevant contact, lead, opportunity, or account as an activity or note.
If you need further assistance, please contact your Read AI administrator or reach out to our support team.