tl;dv enables you to connect your meeting recordings and notes to your Salesforce contacts. This integration is available for all Pro, Business and Enterprise users.
To connect your Salesforce account to tl;dv, start with step by step instructions below:
1. Connect Salesforce Account
Now you can link your Salesforce account to tl;dv by going to the Integrations page and looking for the Salesforce integration section.
Click on the "Connect" button, give the required permissions, choose your Salesforce account, and complete the authorization steps.
2. Select Configuration Settings
To complete your Salesforce integration setup, you need to make sure you have the configuration settings enabled as shown below:
3. Select Recording Settings
If you want tl;dv to record and transcribe your scheduled meetings from your calendar, then you will need to select which meetings you want tl;dv to automatically record as shown below from the Preferences page.
Once you have the appropriate automatic recording settings enabled, you don't have to do extra work to record day-to-day meetings.
This way, now you don't have to worry about missing any key customer details from customer conversations and still make sure you capture important details in the Salesforce CRM in a timely manner.
✨ The setup is now completed and all your linked meeting moments will be pushed under Tasks directly to the Salesforce profile of the contact you had your call with.
We are super excited to have started the CRM Integrations party with HubSpot, Pipedrive and Salesforce and are eager to hear your feedback. Got any comments, feedback, or ideas? Shoot us a message on our chat 💬