Cómo enviar resúmenes a tu CRM y a otras aplicaciones
Note
Notetaker and its integrations are rolling out in stages. You may have access to Notetaker, but not its integrations yet while we continue to build and test. Únete a la lista de espera de Notetaker.
Notetaker can send meeting recaps to tools your team already uses, like Salesforce and HubSpot.
When a recap is created, you can automatically send the summary, transcript, and key details to your CRM or other apps. This helps your team:
- Keep records up to date
- Reduce manual note-taking
- Share insights faster
- Follow up with confidence
Connect Notetaker to Salesforce
If you use el paquete de Salesforce de Calendly versión 2.8, you can send meeting recaps directly to Salesforce.
Not using version 2.8?
Go to your Salesforce integration page in Calendly and select the banner to upgrade.
Más información sobre la configuración de la integración con Salesforce.
Send recaps to Salesforce
- At the top right corner of your Programación page, selecciona el icono de la Cuenta.
- Selecciona Configuración de Notetaker.
- Activa Enviar resúmenes para Salesforce.
- Selecciona Guardar cambios.
Connect Notetaker to HubSpot
Conectar Notetaker a HubSpot to keep contact and deal records updated with details from your Notetaker recaps.
Send recaps to HubSpot
- At the top right corner of your Programación page, selecciona el icono de la Cuenta.
- Selecciona Configuración de Notetaker.
- Activa Enviar resúmenes para HubSpot.
- Selecciona Guardar cambios.
Send meeting recaps to other tools with Zapier
You can use Zapier to send Notetaker recaps to many other apps.
When a recap is created in Calendly, Zapier can trigger actions in another tool. This lets you share meeting recaps automatically, so you don’t need to copy and paste them after each meeting.
Por ejemplo, puedes:
- Post recaps to Slack
- Add recaps to Notion or Confluence
- Save summaries to Google Docs
- Log recording links in Google Sheets
To set this up, create a Zap in Zapier and choose Resumen creado as the Calendly trigger. This trigger runs each time a new recap is created.
After that, you can send recap details, like the summary or recording link, to another app.