The Claap x Salesforce integration allows you to automatically log from Claap a note in Salesforce containing your meeting details and summary and map that note to the relevant contacts and opportunities. Additionally, Claap can automatically enrich Salesforce fields based on insights generated by Claap.all.

Manually updating Salesforce after every meeting costs time and introduces errors, reps forget details, skip fields, or never log the call at all. When Claap is connected to Salesforce, meeting summaries, participant lists, and AI-generated insights flow directly into the right contacts, opportunities, and accounts without manual input. Your CRM stays current, and your team spends less time on data entry.

Before starting this tutorial, you should already have:

Step 1: Open the Salesforce integration tile

Go to [Settings] → [Apps & Integrations] and click the [Salesforce] tile.

This opens the Salesforce integration panel where you authorize the connection between your Claap workspace and your Salesforce org.

Step 2: Authorize the connection

Click [Connect] and log in through Salesforce's authentication flow using the same email address you use to log into Claap.

Matching email addresses ensures Claap maps your recordings to the correct Salesforce user identity.

Step 3: Confirm the connection

After authenticating, return to [Settings] → [Apps & Integrations] and check the Salesforce tile. A green checkmark confirms the connection is active.

Verify: The Salesforce tile displays a green check icon.

Step 4: Open the Salesforce sync settings

Go to [Settings] → [Apps & Integrations], click the [Salesforce] tile, and locate the sync preference options.

These settings control what gets created in Salesforce automatically after each recorded meeting, and when.

Step 5: Set the meeting notes sync behavior

Under Automatically send meeting notes to Salesforce, choose one of the following:

Choose Add in notes if you want your Salesforce records updated without any manual action after each call.

Step 6: Set the contact creation behavior

Under Automatically create contacts in Salesforce, choose one of the following:

The third option is the safest default: it expands your contact list while avoiding unrelated leads from free email domains.

Step 7: Configure field enrichment behavior

Under Field enrichment in Salesforce, choose how AI-generated insights are written to Salesforce properties:

You can also choose between automatic enrichment (Claap pushes insights to Salesforce without review) or manual enrichment (you validate and sync fields directly on the recording page before anything is written to Salesforce).

Step 8: Understand what Claap logs automatically

After you record an external meeting, Claap automatically creates a Salesforce Note attached to the relevant Contact, Opportunity, and Account — if your sync preference is set to Add in notes (configured in Step 5). The note contains:

One note is created per external meeting attendee. If a contact does not yet exist in Salesforce, a new contact record is created based on your settings from Step 6.

Step 9: Manually push or update a note to Salesforce

To manually push a note or to push an updated summary after editing it in Claap open the recording, go to the [Overview] tab, and click [Update to Salesforce].

This is useful when you have edited the AI summary, added notes, or want to push a note for a meeting where automatic sync was turned off.

Step 10: Access the Salesforce note from Claap

After a note is logged, a link to the Salesforce note appears at the bottom of the [Overview] tab in the Files & Links section. You can open the Salesforce record directly from there without leaving Claap.

Recordings that have a Salesforce note attached display a Salesforce icon on their tile in the Claap Library, so you can see at a glance which meetings are already logged.

These steps are performed inside Salesforce, not in Claap. You need Salesforce administrator privileges or full object-level and field-level security permissions to complete them.

Step 11: Enable Notes in Salesforce

In your Salesforce Setup, navigate to Feature Settings → Sales → Notes Settings and confirm that Enable Notes is toggled on.

Claap writes meeting data as Salesforce Notes, this feature must be active for any notes to appear.

Step 12: Add Notes to your object page layouts

In your Salesforce Setup, navigate to Object Manager → Account → Page Layouts and add Notes to the Account page layout.

Repeat this for the Contact and Opportunity objects. Without this step, Notes will be created by Claap but will not be visible on the record pages your team uses.

Step 13: Create and assign a Permission Set for Claap

In your Salesforce Setup, navigate to Users → Permission Sets and create a new Permission Set. Within the new Permission Set, go to Object Settings and configure the following:

After saving the Permission Set, assign it to the Salesforce user who enabled the Claap integration.

This Permission Set gives Claap the minimum access it needs to read records, create notes, and create or update contacts without granting broader permissions than necessary.

Situation: A sales rep records a 30-minute discovery call with a prospect. The prospect's email domain exists in Salesforce, but the specific contact has not yet been added.

Goal: Log the meeting summary and participant details to the relevant Salesforce opportunity without manual data entry.

How they configured it:

Result: After the call ends, Claap creates a Salesforce Note on the Contact (newly created), Opportunity, and Account. The note contains the AI summary, participant list, and a link to the recording. The opportunity's next-step field is automatically updated with the AI-extracted follow-up action. The Salesforce icon appears on the recording tile in the Claap Library.