Salesforce + Spiky.ai + Formatter by Zapier + AI by Zapier
Update Salesforce records with new meeting analysis notes in Spiky.ai
Manually updating deal records in Salesforce can be time-consuming and error-prone. This Zap automatically analyzes Spiky meeting transcripts, finds the relevant contact and associated deal in Salesforce, and updates the deal with actionable AI-driven insights. Streamline your workflow and ensure your Salesforce data stays accurate and up-to-date, saving you time and improving deal management.
Manually updating deal records in Salesforce can be time-consuming and error-prone. This Zap automatically analyzes Spiky meeting transcripts, finds the relevant contact and associated deal in Salesforce, and updates the deal with actionable AI-driven insights. Streamline your workflow and ensure your Salesforce data stays accurate and up-to-date, saving you time and improving deal management.
- When this happens...New Meeting Analysis
Triggers when a new meeting's analysis completes.
- automatically do this...Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
- then do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this...Analyze and Return Data
Extract data, analyze information, generate content — and more
- then do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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New Meeting Analysis
Triggers when a new meeting's analysis completes.
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TransformRequired
New Case Attachment
Triggers when a new Attachment is added to a case.
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Recording URLRequired
Meeting NameRequired
Meeting Date
Tags
TransformRequired
TransformRequired
New Contact
Triggers when a new Contact is created.
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