Tribe

Overview: Leexi + Tribe Integration

The integration allows you to import call notes directly into the CRM, in a contact, company, or opportunity file. Taking notes of a call, making a report, and then entering it into your CRM? That's 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 Tribe and Leexi?

Prerequisites

• Administrator rights for your Leexi and Tribe user accounts

Step 1

On your Leexi account

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

Click on Add for the Tribe integration

Step 2

Log in to your Tribe account and click on Authorize

Step 3

Click on the Manage button of the Tribe integration, and ensure that your Leexi users are correctly linked to the corresponding Tribe users

Benefits of the integration

By integrating Tribe with Leexi, you:

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

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