Articles on: Integrations

Salesforce

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


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1️⃣ Browse our CRM integrations



From the Settings tab, click on the tab CRM to configure our CRM integrations




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2️⃣ Select the Salesforce integration



Click on See All Integrations and then select Salesforce


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3️⃣ Authorize Salesforce



Click on Authorize Salesforce


then click on Allow and Install


That's it 🎉

Updated on: 22/11/2023

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