Articles on: Integrations


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


1️⃣ Browse our CRM integrations

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


2️⃣ Select the Salesforce integration

Click on See All Integrations and then select Salesforce


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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