I think we can all agree that CRM integrations often have a reputation for complexity.
Recognizing this, we've aimed to make our Salesforce and HubSpot integrations as straightforward as possible. Still, we're not immune to the challenges that often accompany such integrations.
That's why I'm thrilled to announce some key improvements to our Salesforce and HubSpot integrations. While some of you might not yet be aware of these features, those who've used them have found them incredibly valuable. I strongly encourage you all to take advantage. You can integrate Salesforce or HubSpot here.
Here’s what’s new:
Now, when you link UpdateAI to your Salesforce or HubSpot, our meeting recaps will be pushed to both the Company and Contacts records. This is an upgrade from only pushing to the Company record previously.
( Contact record in Salesforce updated with meeting event and UpdateAI Smart Summary notes.)
( Contact record in HubSpot updated with meeting event and UpdateAI Smart Summary notes.)
External Meeting Identification:
For external meetings, our system will automatically scan the invitees to see if they belong to an account in your CRM. If so, the meeting recap will be pushed to that account. If contacts are found associated with multiple CRM account, UpdateAI will give you the option of which one to sync to. If we can't find any CRM account, the meeting will be given an internal company tag for easy sorting within UpdateAI.
We've streamlined the manual process for linking meeting recaps to CRM accounts or internal company tags. Expect faster load times and a more intuitive interface.
Navigating CRM integrations can be tricky, but we're here to help you maximize the value of this feature. If you have any questions or need a walkthrough, feel free to email me or set up a quick call.
Wishing you all a fantastic week ahead!
For more details on how these integrations work, visit our help article.