Otter.ai + Salesforce
Add Otter.ai transcriptions to Salesforce
Automatically add Otter.ai transcriptions to Salesforce by creating a new note every time a recording is made in Otter.ai. This Zap ensures that key details from your meetings, calls, and interviews are directly recorded in Salesforce, making it easier for your team to track follow-ups and maintain up-to-date customer records. By automating this process, you eliminate manual data entry, ensuring more accurate and timely information in your CRM.
Automatically add Otter.ai transcriptions to Salesforce by creating a new note every time a recording is made in Otter.ai. This Zap ensures that key details from your meetings, calls, and interviews are directly recorded in Salesforce, making it easier for your team to track follow-ups and maintain up-to-date customer records. By automating this process, you eliminate manual data entry, ensuring more accurate and timely information in your CRM.
- When this happens...New Recording
Triggers when a new recording is available in Otter
- automatically do this!Create Note
Creates a new note and links it to a parent record
- Free forever for core features
- 14 day trial for premium features & apps
