Salesforce

Overview: Leexi + Salesforce Integration

The integration 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 into your CRM? All that is a thing of the past! 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 Salesforce and Leexi?

Prerequisites

Admin rights to your Leexi and Salesforce user accounts

Step 1 :

On your Salesforce account

Before activating the Leexi integration, we recommend enabling Shared Activities on your Salesforce account. When a meeting involves multiple clients, this allows us to create a single note linked to each client.

Step 2 :

On your Leexi account

Go to Settings → Integrations (only accessible by an admin)

Click Add for the Salesforce integration

Accept the requested permissions

Benefits of the integration

By integrating Salesforce with Leexi, you:

• Save time by letting Leexi automatically complete your CRM.
• Boost your efficiency by centralizing your information in one place.
• Free up time to provide a better customer experience.
• Reduce sales cycle times.

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