HubSpot

• Connect HubSpot with Praiz

  This native integration between Praiz and HubSpot will save you time, you won't have to manually log calls or meeting notes anymore! What you can do with this integration: Log Notes Praiz will log a note with AI-powered summary & AI Templates, along with a URL link to the recording replay Fill-up any property Praiz can fill-up any standard or custom property This is what a Praiz summary log looks like in HubSpot: Praiz AI-Generated Notes - Automatic Call Log in HubSpot (httpsPopular

Salesforce

• 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 planFew readers

• How to display Notes in Salesforce Lightning?

  To add the Notes object to an Opportunity view in Salesforce Lightning, follow these steps: Step 1. Enable Notes (if not already enabled) Before adding Notes to the Opportunity view, make sure Notes are enabled in Salesforce: Go to Setup. In the Quick Find box, search for Notes Settings. Click Notes Settings. Make sure Enable Notes is checked. Click Save. Step 2. Add Notes to the Opportunity Page Layout Go to Setup. 2Few readers

Pipedrive

• Connect Pipedrive with Praiz

  This native integration between Praiz and Pipedrive will save you time: no more need to manually log calls or take notes during a meeting! record your Praiz recordings on the correct Contact and Deal and Organisation on Pipedrive, automatically save the recording notes and Praiz summary (IA) in a note (it is necessary to associate Contacts with an Organisation in order to be able to record on Deals calls as well) frame (https://app.arcade.Some readers

Microsoft Dynamics 365

• Connect Microsoft Dynamics 365 with Praiz

  This native integration between Praiz and Microsoft Dynamics 365 will save you time, you won't have to manually log calls or meeting notes anymore! This integration is compatible with these versions of MS Dynamics 365: Dynamics 365 Sales Professional Dynamics 365 Sales Enterprise Dynamics 365 Sales Premium Microsoft Relationship Sales What you can do with this integration: log your Praiz recordings under the right Dynamics Contact log the recording notes and AI-powered summFew readers

• Connect Odoo CRM with Praiz

  Steps to connect Odoo CRM with Praiz From the Praiz App, go to the Settings go to the Integrations tab enter your Odoo subdomain (the first part of the URL) : here is a link explaining how to get your API key : https://www.chift.eu/fr/blog/comment-obtenir-votre-cle-api-odoo-en-4-simples-etapes add your username (as on Odoo) click Save ✅ Add Odoo credentialsFew readers