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, Organisation and Opportunity on Pipedrive, automatically save the recording notes and Praiz summary (IA) in a note add the replay URL link so that you can listen to your calls again from Pipedrive (it is necessary to associate Contacts with an OrganisatiFew readers

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 custom fields Praiz can fill-up any custom field This is what a Praiz summary log looks like in HubSpot: Praiz AI-Generated Notes - Automatic Call LPopular

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 plan You must have access to the Salesforce Web Services API in order to connFew readers

• How to display Notes in Salesforce Lightning?

  Follow these steps to display Notes in a Lightning Page : From the Contact Lighting Page Layout, click on your tab box Add Tab select Custom and type in the name you want your tab to be (in this case 'Notes') drag the Notes Related List into this tab and now you have a 'Notes' tab Display Notes in SalesforceFew 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