Send Meeting Information to Salesforce

Maurice Schweitzer avatar
Written by Maurice Schweitzer
Updated over a week ago

By using Bliro in conjunction with your CRM system, you can eliminate the need for manual note-taking and ensure that all important insights from your meetings are properly recorded in your CRM system.

You have the option to save AI-generated notes from your customer meetings in task, event, or call objects within opportunities, accounts, or contacts in Salesforce. This automation helps streamline the tedious tasks in your CRM system.

Connect Salesforce to Bliro

  1. Visit the integrations settings on your Bliro platform:

  2. Find the Salesforce Integration and click "Connect".

  3. A new pop-up window will open, asking you to enter your Salesforce login information. Make sure your browser doesn't block pop-ups.

  4. After entering your Salesforce login information, return to your Bliro platform. You will see visual feedback confirming that you have successfully added the integration.

Bliro will show that it is connected "โœ… Connected" to Salesforce accordingly.

Send AI Notes to Salesforce

After finishing your meeting, you can select the destination for your AI notes using the Wrap-Up Screen in the bliro desktop app.

The details view at the top of the app functions as a window into your CRM system. Choose the appropriate contact, account, or opportunity to send the AI notes to.

The Details Data will be pre-populated if you sync your calendar with bliro.

Choose the right contact, account or opportunity via the details view at the top of the Wrap-Up Screen. This meeting will be saved under the contacts "Donald Duck" and "Micky Mouse" and under the account "Mouses & Co."

Hit send to send the AI notes to the specified contact, account or opportunity.

Bliro will create an event, call or task (depending on your CRM settings).

It will write the AI notes into the description of the event, call or task object.

Teach bliro your language

Now that we have learned how to automatically update Salesforce with insights from your meetings, it is important to ensure that bliro accurately captures information, even when you use company-specific language or jargon. For more information, take a look at the next article: Teach New Words to Bliro.

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