Sales Central - AI Meeting Assistant

CRM Integration

Connect and manage your CRM integration

Salesforce

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Connected as alex@company.com

Last synced: Today at 10:42 AM

Salesforce Configuration

Configure your Salesforce integration settings

Salesforce Instance URL

API Version

Auto-sync after meetings

Automatically sync meeting data to Salesforce

Update opportunities

Allow updating opportunity status based on meetings

Push notes into Salesforce

Automatically sync meeting notes to Salesforce

MEDDPICC automation

Automatically identify and update MEDDPICC fields

Generate deal fields

Automatically generate and update deal fields