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 Bliro to Salesforce
Visit the integrations settings on your Bliro platform: https://app.bliro.io/settings/integrations
Find the Salesforce Integration and click "Connect".
A new pop-up window will open, asking you to enter your Salesforce login information. Make sure your browser doesn't block pop-ups.
After entering your Salesforce login information, return to your Bliro platform. You will see visual feedback confirming that you have successfully added the integration.
Choose between the Call, Event or Task Object in Salesforce
Bliro can send your AI Notes to the Call, Event or Task Object and map it to the right contact and account automatically based on the participants in the meeting invite.
To choose where to send AI notes, open the integrations settings on the Bliro platform and open the Settings for the Salesforce integration.
Open the integration settings to switch between sending to the Event, Task and Call Object in Salesforce
Send AI Notes to Salesforce from the Bliro Desktop App
After your meeting, you can use the Wrap-Up Screen in the Bliro desktop app to select the destination for your AI notes.
Just hit "Sync" in the Bliro Wrap-Up Screen. Then, choose the appropriate contact, account, or opportunity to which you want to send the AI notes and send them.
The CRM recipients will be pre-populated based on the calendar event.
Bliro allows you to choose the right contact, account, or opportunity. This meeting will be saved under the contacts "Donald Duck" and "Micky Mouse" and the account "Mouses & Co."
Send AI Notes to Salesforce from the Bliro Platform
Of course, you can also save the AI Notes in Bliro's Desktop App and send them to Salesforce via Bliro's Platform later.
Navigate to the call on your Bliro Platform. The call details menu allows you to edit call participants (= Salesforce contacts) and Salesforce accounts or opportunities. Click "Sync to", make sure the correct recipients in Salesforce are selected and hit send.
Contacts and accounts will be preselected based on the calendar event. Make sure Salesforce is selected, then hit send.
Edit Object (Event, Call, Task) Metadata inside of Bliro
Bliro stores a representation of your Salesforce objects within its platform. This allows you to do more than just add AI-generated notes, contacts, accounts, or opportunities—you can also complete any other fields unique to your Salesforce objects. All data is seamlessly synced to the corresponding fields in Salesforce.
To edit these metadata fields, simply click "See all details" in the Bliro Platform. Once you hit "Send," all the updated metadata will be transmitted to Salesforce.
You can edit all metadata of your Salesforce object (in this example a Task object) inside of Bliro
AI Notes in your Activity Timeline
The AI notes are under the specified contact, account, or opportunity in your CRM System.
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.