Integrate Microsoft Teams Meetings With Salesforce
Automatically capture Teams meeting information, in detail, against your customer records. Build a rich, single source of truth for all customer and meeting information in Salesforce.
Speed up sales
cycles & close
more deals
Build a single source of truth for all customer data, meeting information, and deal status in Salesforce. Give your teams easy access to the information they need to close deals.
Boost business intelligence & AI capability
Enrich your contact and deal data with meeting data. Feed full meeting transcripts, notes and actions into Agentforce and start building smarter, more robust sales processes.
Get the most
out of
Salesforce
Spend less time manually updating Salesforce, and more time selling. Meeting data automatically syncs with Salesforce, so no more incomplete data entry or errors.
Automatically capture Teams Meeting data in Salesforce
Meeting attendee names & contact details:
Ensure all meeting attendee information is captured in detail against customer records in Salesforce.
Transcriptions, meeting notes, AI summaries & actions:
Make sure every sentence, question, answer and action point is captured in Salesforce with downloadable transcriptions and AI-generated meeting summaries.
Meeting recordings:
Whether you’re scoping, pitching or chatting, ensure everyone in your team can access full meeting video recordings when they need them.
The leading Microsoft Teams Meeting integration for Salesforce
Added security: Our Microsoft Teams-native integration means no third parties and more secure data.
Simple integration: Get up-and-running in days, not weeks, with our powerfully simple integration.
5-star rating: Check out our 5 star reviews on the AppExchange.
Get more value from your meetings with customers
