Tribe
- Boost the use of your CRM!
- Automatic note-taking by AI
- Send insights directly to Tribe
Overview: Leexi + Tribe Integration
The integration allows you to import call notes directly into the CRM, in a contact, company, or opportunity file. Taking notes of a call, making a report, and then entering it into your CRM? That's a thing of the past! Your assistant takes care of everything: it transcribes your calls, summarizes them, and more! You save precious time by automating the tedious task of completing your CRM.
How to integrate Tribe and Leexi?
Prerequisites
- Administrator rights for your Leexi and Tribe user accounts
Step 1
On your Leexi account
Go to Settings → Integrations (only accessible by an admin)
Click on Add for the Tribe integration
Step 2
Log in to your Tribe account and click on Authorize
Step 3
Click on the Manage button of the Tribe integration, and ensure that your Leexi users are correctly linked to the corresponding Tribe users
Benefits of the integration
By integrating Tribe with Leexi, you:
- Save time by letting Leexi automatically complete your CRM.
- Boost your efficiency by consolidating your information in one place.
- Free up time to offer a better customer experience.
- Shorten sales cycle times.
Ready to boost your productivity with Leexi?
Leexi AI Notetaker takes notes for you