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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).

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: 28/02/2025