Read AI + Salesforce Essentials
Create Salesforce Essentials records from new meeting notes in Read AI
Easily keep track of important discussions with this useful workflow. Whenever new meeting notes are taken in the Read AI app, a record is instantaneously created in Salesforce Essentials. This seamless automation ensures every critical detail from your meetings is swiftly documented in your CRM, allowing your team to focus on strategic decision-making and customer relations.
Easily keep track of important discussions with this useful workflow. Whenever new meeting notes are taken in the Read AI app, a record is instantaneously created in Salesforce Essentials. This seamless automation ensures every critical detail from your meetings is swiftly documented in your CRM, allowing your team to focus on strategic decision-making and customer relations.
- When this happens...New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
