Read AI Salesforce Integration

August 6, 2024in Salesforce

Last month, Read AI announced the launch of its integration with HubSpot, and today the company continues its momentum in the CRM space by announcing support for 1-click connections to Salesforce.

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Salesforce, the leading name in CRM software, is widely adopted across virtually every industry. Read AI users can now sync their Meeting Reports directly to corresponding records within their Salesforce instance, either automatically or manually.

After a meeting measured by Read AI, this integration will automatically connect any Contacts, Leads, Accounts, and Opportunities within Salesforce that are related to the external participants who attended the call. Read AI will sync Meeting Report summaries, action items, key questions, and other meeting data directly to those records, providing a comprehensive view of meeting content and progress without leaving Salesforce.

This eliminates the need to spend hours updating opportunities. With Read AI, Opportunities are more up-to-date and comprehensive than anything manually written. The integration operates in the background, automatically. For those who prefer not to automatically sync Meeting Reports into Salesforce, Automatic Syncing can be turned off in Integration Settings, allowing individual push of Meeting Reports to Salesforce.

To ensure historical Meeting Reports are synced to Salesforce, users can backfill Meeting Report data with one click using the ‘Sync past meetings’ button in Salesforce Integration Settings.

For individual sellers, this integration removes the need to block out time to update contacts and opportunities, as Read AI automatically makes those updates. Sales Managers will no longer need to chase down sellers to update their opportunities in Salesforce, allowing more focus on sales strategy with the most complete and timely insights from SFDC.

This integration promises a significant boost in productivity for users of both Read AI and Salesforce. Users no longer need to take notes during important sales calls and can easily find meeting details within Salesforce. Read AI empowers sellers to close deals while handling the administrative tasks to ensure opportunities are accurate and updated.