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 objects.

<aside> 💡 Note that we only send data to CRM objects related to calls or videoconferences handled by Leexi.

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