Follow these steps to connect SellMeThisPen with your Salesforce to sync your call notes in just 1 click!
Connect your HubSpot:
📝 Note: You must have an active account on Salesforce.
Open "Settings" page.
Click on the button "Connect" near Salesforce icon.
Follow instructions to sign in to your Salesforce account.
Steps to make things work for Salesforce:
Create an "Opportunity" on the Salesforce platform.
Connect it to the contact you will have a meeting with.
After the event is over, you can add your notes or generate an AI summary and update the CRM.
The results will be linked to the meeting, and you can see them in your calendar by opening the event.