Expected duration : 2 mins
Admin rights to your Leexi and Salesforce user accounts
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
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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