Salesforce integrates with MeetGeek to log every meeting to the right record automatically. Once connected, your call summary, transcript, and highlights sync to the matching contact, account, and opportunity in Salesforce — no copy-paste, no manual logging. You can sync past meetings on demand or set a workflow to handle every future call.
Connect MeetGeek to Salesforce
In the MeetGeek dashboard, go to the Integrations & Automations page and click the Salesforce card.
You'll be taken to Salesforce to grant MeetGeek access. Choose your account and click Allow.
You'll be redirected back to the MeetGeek Integrations & Automations page. You're now ready to connect your calls.
Share a past meeting manually
Open any past meeting in your MeetGeek dashboard.
Click Share meeting.
Select the Salesforce logo, then choose the record to sync to.
Set up an automated workflow
A workflow syncs meetings or highlights to Salesforce automatically, right after each call is analyzed.
Go to the Workflows tab and click Create new workflow.
Set Send to to Salesforce and pick the Salesforce stage to sync with.
In Given a, choose Meeting to send the full summary, or Highlight to send only selected highlights.
Click Save workflow. Your next meeting syncs to Salesforce automatically.
Note: MeetGeek looks for existing contacts, accounts, and opportunities in Salesforce and creates them if they don't exist. You can control this with the advanced options on your Workflows tab.
Here's an example of a meeting summary synced to Salesforce:
Disconnect Salesforce
Go to the Integrations & Automations page and find Salesforce in your connected apps.
Go to Settings > Disconnect > Save.
Note: Disconnecting removes all workflows set for Salesforce in MeetGeek.
Need Help?
If you have any questions or need assistance, reach out at [email protected] or use the chat messenger in the MeetGeek app.
Related Articles