Salesforce Integration with Notta
Seamlessly syncs AI-generated meeting notes, enhancing customer insights, streamlining workflows, and improving collaboration across teams.
Overview
Available on
Salesforce is a leading customer relationship management (CRM) platform that helps businesses manage their interactions with customers, prospects, and partners.
Notta is an AI meeting assistant that records, transcribes, and summarizes meetings. Connecting Notta and Salesforce allows you to automatically add highlights of your customer calls to relevant Salesforce records including contacts and opportunities.
Features and benefits
No more manual data entry
Relieve your team from manually logging their sales calls. With this integration, reps will automate call logging in Salesforce and spend the saved time on high-value activities.
Gain better visibility into pipeline activity
All relevant customer interactions and insights are captured and stored in one centralized location, allowing sales reps to tailor their follow-up communications more effectively.
How to connect Notta + Salesforce
1. Sign in to Notta and select 'Integrations & Apps' on the left side bar, then choose 'CRM'.
2. Find Salesforce and click 'Connect'.
3. Create or sign in to your Salesforce account, then follow on the on-screen instructions to complete integration.
