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Salesforce
Keep your CRM up to date by syncing your meeting data in Claap with your Salesforce records.
Claap helps you record sales meetings and send AI-powered notes directly to your Salesforce CRM.
HOW DOES IT WORK?
- Record meetings with Claap and use our AI-powered summaries using the template that fits your need.
- Send your notes to Salesforce using Claap’s Salesforce integration.
- Access your meeting notes directly from your records (Contact, Opportunity) on Salesforce.
- Send CRM data back to Claap to enrich AI Insights
WHAT ARE THE BENEFITS OF HUBSPOT’S INTEGRATION
- Save time filling out your CRM
- Gain better visibility into pipeline activities with updated information.
- Easily identify coaching opportunities by reviewing calls straight from your CRM
- Find winning patterns in your sales meetings