Read AI can automatically push meeting reports to HubSpot or Salesforce using a selected report template. 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 your Integration settings. If you’re a workspace admin configuring this for your organization, go to Workspace Integration settings.
- Find HubSpot or Salesforce.
- Enable Auto-Push Meeting Notes.
- Open the Push Template dropdown 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 does not change anyone’s personal or shared view of a meeting report in Read AI.
Change the CRM push template
To use a different template, return to your personal or workspace Integration settings and select another option from the Push Template dropdown. 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.