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Integrate with Salesforce

Create an automation to update contacts and opportunities on Salesforce with meeting outcomes

Ali Haghani avatar
Written by Ali Haghani
Updated over 2 months ago
  1. Go to the Automations page.

  2. Select Create automation.

  3. Set some conditions for when you'd like this automation to run, or click Next if you'd like it to run after every meeting.

  4. Choose Salesforce from the menu.

  5. Click Connect if you haven't already connected your Salesforce account.

  6. Choose whether to update contacts or opportunities. Updates are made by matching meeting invitees' emails with contacts on Salesforce.

  7. Choose what meeting outcomes to include.

  8. Click Done, then Create.

Your automation will run on meetings that match the trigger conditions you set up in step 3 moving forward.

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