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 the "Connect" button next to the Salesforce integration option.
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 Add to create a workflow.
Set the “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 Rules and you’ll automatically see your next MeetGeek meeting synchronized in your Salesforce account.
Below is an example of a meeting summary synchronized in Salesforce.