Read AI can automatically push meeting reports to HubSpot or Salesforce using a report template you choose. This helps standardize the meeting insights sent to your CRM and keeps customer records consistent across your workspace.
CRM auto-push with report templates is currently supported only for HubSpot and Salesforce.
Configure CRM auto-push with a template
To select the template used for reports automatically pushed to your CRM:
- Go to Integrations in the left menu. If you’re a Workspace admin setting this up for your organization, open the Workspace tab instead.
- Open HubSpot or Salesforce (under CRM).
- Turn on Auto-Push Meeting Notes to HubSpot or Auto-Push Meeting Notes to Salesforce.
- Open the Push Template drop-down and select the template you want to use.
The selected template is applied to all meeting reports automatically pushed to the CRM from your workspace.
Note: The Push Template setting controls how reports are formatted when sent to the CRM. It doesn’t change how anyone sees the meeting report in Read AI. See Applying report templates.
Change the CRM push template
To use a different template, go back to the HubSpot or Salesforce integration (on the Your Integrations or Workspace tab) and select another option from the Push Template drop-down. Future reports pushed automatically to the CRM will use the newly selected template.
Changing this setting does not update reports that were previously pushed to the CRM.