Zapier

Overview: Leexi + Zapier Integration

The integration of Zapier with Leexi allows you to integrate your CRM with Leexi if it is not yet included in the app's integrations. Integrating your CRM with Leexi allows you to import call notes directly into the CRM, into a contact, organization, or deal record. Taking call notes, making a summary, and then reporting it in your CRM? That's all history! Your assistant takes care of everything: it transcribes your calls, summarizes them, and more! You save precious time by automating the tedious task of completing your CRM.

How to integrate Zapier and Leexi?

Prerequisites :

• A Zapier account.
• Admin rights on your Leexi account.

Step 1:

Click on this invitation link.

Click on Accept Invitation & Build a zap

Step 2:

Select the event New Record

Step 3:

Add your Leexi API key identifier and secret that you can generate here.

Step 4:

Test your trigger

Step 5:

You should see your latest calls/meetings. Click on Continue with selected record and add the connector to your internal tools.

Benefits of Integration

By integrating Zapier with Leexi:

• Easily link your CRM to Leexi
• Save time
• Streamline your workflow
• Increase your productivity

Try Leexi for free