Expected duration : 2 mins

Prerequisites

Admin rights to your Leexi and Salesforce user accounts

Instructions

On your Salesforce account

Before activating the Leexi integration, we recommend you to enable Shared Activities on your Salesforce account. When a meeting involves multiple customers, this enables us to create a single note related to each customer.

On your Leexi account

• Go to Settings → Company Settings → Integrations
• Click Add on the Salesforce Integration

• Accept the requested permissions

You’re done! Your CRM information will now be synced with Leexi, and you will start receiving Call Notes on the relevant CRM deals, customers, leads and organizations. This is the kind of note you will see in Salesforce.

And if you click on the call title, you will find the summary