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Salesforce

Keep your CRM up to date by syncing your meeting data in Claap with your Salesforce records.

CRM
Automations
https://www.salesforce.com/eu/
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About

Salesforce is a leading cloud-based Customer Relationship Management (CRM) platform that helps businesses manage their sales, marketing, customer service, and other key operations. With its powerful suite of tools, Salesforce enables companies to efficiently track customer interactions, automate workflows, analyze data, and build stronger relationships with their clients. Its customizable and scalable nature makes it suitable for businesses of all sizes, providing a comprehensive solution for enhancing customer engagement and driving growth.

Claap helps you record sales meetings and send AI-powered notes directly to your Salesforce CRM.

HOW DOES IT WORK?

  1. Record meetings with Claap and use our AI-powered summaries using the template that fits your need.
  2. Send your notes to Salesforce using Claap’s Salesforce integration.
  3. Access your meeting notes directly from your records (Contact, Opportunity) on Salesforce.
  4. 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

Start for free

Try Claap now