Sync your meeting minutes with Salesforce

Overview: Leexi + Salesforce Integration

The integration allows you to import call notes directly into the CRM, within a contact, organization, or deal record. Taking notes during a call, creating a report, then entering it into your CRM? That's a thing of the past! Your assistant handles everything: it transcribes your calls, summarizes them, and more! You save valuable time by automating the tedious task of CRM data entry.

How to integrate Salesforce and Leexi?

Prerequisites:

Administrator rights on your Leexi and Salesforce accounts.

Step 1:

On your Salesforce account

Before activating the Leexi integration, we recommend enabling Shared Activities on your Salesforce account. When a meeting involves multiple clients, this allows us to create a single note linked to each client.

Step 2:

On your Leexi account

Go to Settings → Integrations (admin access only)

Click Add for the Salesforce integration

Accept the requested permissions

Benefits of the integration

By integrating Salesforce with Leexi, you:

• Save time by letting Leexi automatically fill your CRM.
• Boost your efficiency by consolidating your information in one place.
• Free up time to deliver a better customer experience.
• Shorten sales cycle times.

Try Leexi for free