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Connect Read AI and Salesforce Essentials to power AI-driven automation

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Read AI
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Read AI
1. Choose trigger event
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Salesforce Essentials
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Salesforce Essentials
2. Choose action
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1. Select the event
Setup
Test
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Read AI
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Meeting Notes" from Read AI.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce Essentials.

You’re connected!

Zapier seamlessly connects Read AI and Salesforce Essentials, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Read AI triggers, actions, and search
    New Meeting Notes

    Triggers when notes (summary, action items, etc) are available for a new meeting.

    Trigger
    Instant
    Try It
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
    • Campaign
      Required
    • Lead
      Required
    Action
    Write
  • Salesforce Essentials triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
    • Campaign
      Required
    • Contact
      Required
    Action
    Write
    • File
      Required
    • Salesforce Object
      Required
    • Description
    • IsPrivate
    Action
    Write

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Read AI and Salesforce Essentials to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Read AI on the Zapier blog

Make work flow with AI

Level up your Read AI to Salesforce Essentials integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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About Read AI
Read AI is a leading productivity tool that makes work easy with meeting summaries and transcripts, search, and recommendations across platforms.
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Related categories
AI Meeting Assistants
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About Salesforce Essentials
Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
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Related categories
CRM (Customer Relationship Management)
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