Simplify post-meeting client record keeping with updates to our Salesforce and HubSpot integrations!

Improve your CRM by automatically sending notes from customer calls directly to Salesforce or HubSpot.

When this is set up, your notes will be sent to your CRM 3 hours after the call has ended, leaving enough time to clean-up the notes.

This can be set up by going to User Settings --> Apps and integrations and clicking on the Salesforce and HubSpot cards.