Keep your Salesforce opportunities and contacts up-to-date with Read AI-generated meeting notes. Spend less time on manual updates and more time closing deals with Read AI.
Never manually update another contact or opportunity in SFDC. Read AI automatically takes your meeting notes, updates them in Salesforce, letting you focus on the meeting and follow-ups to close the opportunity. With Read AI's integration with Salesforce, when the meeting ends, your opportunities and contacts are automatically updated.
Seamlessly sync contacts and leads, ensuring that your database remains accurate and comprehensive. Whether it’s updating existing contacts or creating new ones for meeting participants, Read simplifies the process.
Sales reps are always eager to learn what drives successful deals and engaged contacts. With Read AI integrated into Salesforce, each updated deal and contact comes with a link to an in-depth report. This report highlights the most impactful moments from the meeting, giving your team valuable insights to replicate winning strategies.
Supercharge Salesforce with AI-Powered Meeting Insights and Automation
Automatically enrich Salesforce lead and contact profiles with detailed meeting summaries.
Effortlessly keep Salesforce up-to-date with automatic updates from Read AI after every meeting and email.
Enhance team collaboration by sharing insightful meeting data directly within Salesforce.
Track the effectiveness of meetings and gauge attendee engagement right inside Salesforce.
Read will sync Meeting Reports to every external attendee's Contact record as a 'Task'. You'll also be able to find them on the Account record the Contact is associated with, as well as any open Opportunities we were able to match the meeting participant to.
Yes! You can have Read automatically sync your meetings to Salesforce, or you can manually select which meetings to sync to Accounts, Contacts and Opportunities using the sync button on the Meeting Report page.
All Read AI customers on a paid plan have access to the Salesforce integration at no additional charge! Learn more about our pricing plans.
Take your meeting notes to the next level when you connect Read to powerful integrations. Connect Gmail, Slack, HubSpot, Zapier, and more to get comprehensive meeting summaries and leverage productivity AI wherever you work.