Articles on: CRM integrations
This article is also available in:

Connect Salesforce with Praiz

This native integration between Praiz and Salesforce will save you time, you won't have to manually log calls or meeting notes anymore!


What you can do with this integration:


  • log your Praiz recordings under the right Salesforce contact
  • log the recording notes and AI-powered summary into a note
  • add a replay URL link into so you can replay your calls from Salesforce


Prerequisites - Salesforce plan


You must have access to the Salesforce Web Services API in order to connect Praiz with Salesforce.


The Salesforce Web Services APIs are included in Enterprise and higher plans, the Professional plan does not include access to the Web Services API by default, it is available as an add-on for €25/user/month ( more information on this page).


User permissions required


To ensure Praiz works properly with Salesforce, a Salesforce admin needs to review the OAuth connected app settings.

In Salesforce Setup, go to Connected Apps OAuth Usage, then click on “Manage Policies” for the "Apideck Unify" application (as shown in the screenshot).

From there, the admin should check whether the app can be approved and configure access so that all users who have a Praiz + Salesforce integration are authorized to use the app.

In particular, they should verify that the app is not restricted and that the appropriate access policies allow usage across the organization.



Installation


1️⃣ Browse our CRM integrations


  • From the Settings tab, go to the the Integrations tab
  • Click on Connect on the *CRM card


2️⃣ Select the Salesforce integration


  • Select Salesforce


3️⃣ Authorize Salesforce


  • Click on Authorize
  • then click on Allow and Install

That's it 🎉

Updated on: 01/05/2026