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## Overview of the Leexi + Teams Phone Integration

This integration allows Leexi to automatically record your phone calls made via Microsoft Teams Phone, thanks to our partnership with Imagicle, a Microsoft-certified solution.

From these recordings, Leexi provides you with a full transcript, a clear summary, a list of follow-up tasks, advanced analytics, and many other exciting features!

And the best part? Everything is fully automated!

The recordings are first captured and securely stored on Imagicle’s European servers, then automatically transferred to Leexi, where the analysis begins.

How to integrate Teams Phone with Leexi?

Step 1:

Contact your Leexi representative to activate the integration and define the number of required licenses.

💡 This integration may generate additional costs, directly included in your Leexi subscription.

Step 2:

Fill out the Imagicle form to initiate the installation:

👉 Imagicle Installation Form

Once the form is submitted, Imagicle creates your workspace within 1 to 2 business days.

Step 3:

Follow the steps described in this Imagicle procedure:

👉 Teams Integration Procedure

The necessary credentials (Main App ID & Pair App ID) will be provided by the Leexi team.

Step 4:

Go to https://app.leexi.ai/fr/settings/integrations, look for the Teams Phone integration, then click Add, and finally Save.

Step 5:

Once the integration is activated, click on Manage.

Add licenses to the relevant users using the “+” button.

The number of usable licenses corresponds to what was agreed with Leexi. If you exceed this number, an error message will appear.

⏳ Please allow about 4 hours for synchronization to take effect on Imagicle’s servers.

Benefits of the Integration

By integrating Teams Phone with Leexi:

• Your calls are recorded automatically, without manual intervention.
• You remain compliant with a Microsoft-certified solution.
• You can easily manage your users and licenses.
• You gain access to advanced analytics effortlessly.
• You save precious time on writing call reports.

Terms of Use

This integration relies on a third-party solution: Imagicle.

By activating the integration, you agree to their General Terms and Conditions of Sale.

📍 Data is processed and hosted in Europe.

📩 Any questions regarding the processing or storage of your calls must be addressed directly to Imagicle.

Prerequisites

🔐 Administrator rights on both your Leexi and Microsoft Teams accounts

📧 The email addresses used in Leexi and Teams must match exactly

Try Leexi with Teams Phone

Ready to take your calls to the next level?

Contact us to activate the integration and unlock the full potential of Leexi with Teams Phone.

Try Leexi for free