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Salesforce quickstart guide
Salesforce quickstart guide

How to automatically connect your meetings to the right opportunities, accounts and contacts in Salesforce.

Andrei Martin avatar
Written by Andrei Martin
Updated over a week ago

With integrations, MeetGeek can automatically connect to your Salesforce account, allowing you to automatically link calls to the correct contact, account, and opportunity in your CRM.

Create a Salesforce connection in MeetGeek

In the MeetGeek dashboard go to the Integrations page and click on the Salesforce card.

You will be taken to a screen in Salesforce where you can grant MeetGeek access to Salesforce.

Choose your account and click on the "Allow" button and MeetGeek will integrate with your Salesforce account. You will then be taken back to the MeetGeek Integrations page.

You're now ready to connect your calls.

Create a Salesforce Workflow

MeetGeek can now automatically sync your meetings and highlights directly to the appropriate contact and opportunity in your Salesforce CRM.

To sync your meetings with Salesforce, head to the Workflows page in the MeetGeek dashboard.

Then click Create new workflow to create a workflow.

Set the “Send to” field to “Salesforce” and the Salesforce stage you would like to sync with.

By selecting “Meeting” or “Highlight” in the “Given a” dropdown you can decide whether to send the whole meeting or just the highlights to your Salesforce account.

That’s it! Click Save workflow and you’ll automatically see your next MeetGeek meeting synchronized in your Salesforce account.

Note: MeetGeek automatically looks for existing opportunities, contacts, and accounts in your Salesforce CRM. If they don't exist it will create them automatically. You can control this behavior using the advanced options on your Workflows page.

Below is an example of a meeting summary synchronized in Salesforce.

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