HubSpot
최고의 HubSpot 노트 작성 도구. tl;dv AI 회의 노트와 녹취록을 CRM 타임라인에 tl;dv . 모든 통화 활동을 즉시 기록하세요.
보기
Salesforce tl;dv와의 통합
Connect tl;dv to Salesforce and get your meeting notes, AI summaries, and timestamped recording links automatically pushed to the right contact the moment a call ends. No copy-paste, no post-call admin, no next steps typed in from memory three days later.
What Gets Synced to Salesforce?
We don’t just dump a transcript and wish you luck. On your right is everything that lands lands in Salesforce, and where to find it.
Everything attaches to the matched contact automatically. Field mapping (next section) is the only part that needs a one-time setup.
| What tl;dv Sends | Where It Appears in Salesforce | Setup |
|---|---|---|
| AI meeting notes & summary | As a Task on the matched contact's activity timeline | 자동 |
| Full transcript (40+ languages) | Linked from the logged meeting activity | 자동 |
| Timestamped recording links | In the note — click to jump to the exact moment | 자동 |
| Action items & next steps | Inside the summary pushed to the contact | 자동 |
| Chosen note sections (e.g. budget, competitors) | Standard or custom Salesforce fields you map | Field mapping |
★★★★★
"the integration with my CRM ensures that all communication is automatically synced with the relevant contacts."
Igor G. — CEO, Small Business · verified review on G2
Rated 4.7 / 5 on G2 across 537 reviews · 2M+ users · GDPR & SOC 2
Turn Conversations Into Structured Salesforce Data
tl;dv’s field mapping allows you to send the right part of each conversation to the right Salesforce field, standard or custom.
Map a meeting-template section like “Budget,” “Competitors mentioned,” or “Decision maker” to the matching Salesforce field, and tl;dv fills it in after every relevant call. Your account records stay current and you reps never need to manually input data to Salesforce again.
For it to run smoothly, remember this: your template sections need to match your fields 1:1, and mapping runs one object at a time (Contacts or Opportunities). Decide where your data belongs before you start.
★★★★★
"tl;dv connects directly to my CRM and automatically records the notes."
Pablo R. — Small Business · verified review on G2
Rated 4.7 / 5 on G2 across 537 reviews · 2M+ users · GDPR & SOC 2
How to Connect tl;dv to Salesforce
Connect your account.
On the tl;dv Integrations page, find Salesforce and hit Connect. Authorize with OAuth.
Choose what records.
Enable the configuration settings and pick which meetings auto-record from your calendar.
Map your fields.
Make your template sections the same as the Salesforce fields you care about.
Native, Zapier, or API: Pick Your Setup
Don’t know what any of this means? The native integration will cover most sales and CS teams straight out of the box. If you just want to send meeting notes across, start there.
Need something more custom? You’ve got two more routes. >>>
| Route | Best For | What It Handles | Plan |
|---|---|---|---|
| Salesforce integrationNative | Most sales & CS teams | Auto-logs notes, summaries & recording links to the matched contact; maps notes to Salesforce fields | Pro & up |
| Zapier Add-on |
Custom triggers without code | 5,000+ app workflows, custom object updates, multi-step automations | Pro & up |
| API & MCP server Developer | RevOps & custom builds | Programmatic access to recordings, transcripts & notes; lets an AI assistant act in your CRM | Pro & up |
Salesforce Integration FAQ
Does tl;dv integrate with Salesforce?
Yes. tl;dv has a native Salesforce integration that automatically logs your meeting notes, AI summaries, and recording links to the contact you met with. It’s available on the Pro, Business, and Enterprise plans.
How do I connect tl;dv to Salesforce?
Go to the tl;dv Integrations page, click Connect on Salesforce, and authorize with OAuth. You can connect your own account without admin rights; teams can standardize the setup centrally. Full walkthrough here.
What meeting data does tl;dv send to Salesforce?
AI meeting notes and summaries, the full transcript (40+ languages), timestamped recording links, and action items — logged as a Task on the matched contact. With field mapping, specific note sections also write to individual Salesforce fields.
Which Salesforce records does tl;dv update?
It matches meetings to records by attendee email and logs to the associated contact. Field mapping can target one object at a time — Contacts or Opportunities — so you choose where your structured notes live.
Can tl;dv map meeting notes to custom Salesforce fields?
Yes. Map any meeting-template section to a standard or custom Salesforce field. Your template sections need to match your fields 1:1, and mapping runs one object at a time.
Is the tl;dv Salesforce integration one-way or two-way?
One-way. tl;dv pushes meeting data into Salesforce; it doesn’t pull Salesforce data back into tl;dv.
Is it native, or do I need Zapier?
The core integration is native. For custom objects, multi-step automations, or triggering Salesforce Flows, connect via Zapier (5,000+ apps) or tl;dv’s API and MCP server.
Which tl;dv plan includes the Salesforce integration?
CRM integrations, including Salesforce, unlock on Pro and are included on Business and Enterprise. The Free plan covers recording and transcription but not CRM sync.
Is the tl;dv Salesforce integration secure and GDPR-friendly?
Yes. Connection is via OAuth (we don’t store your Salesforce password), data is encrypted, and tl;dv is GDPR-compliant and SOC 2 certified. See the Security page and Trust Center for details.
How quickly does meeting data appear in Salesforce?
Shortly after the meeting ends — once the recording is transcribed and the AI summary is generated, the notes push to the contact automatically.
What if the contact isn't in Salesforce yet?
Matching relies on attendee email, so the contact needs to exist in Salesforce for notes to attach. If a meeting doesn’t appear, tl;dv’s CRM troubleshooting guide covers the usual causes.
유사한 연동
Monday.com 과 tl;dv 통합
tl;dv monday.com 회의록을 자동화하세요. Google Meet, Zoom, Teams 토론 내용을 실행 가능한 작업과 체계적인 요약으로 자동 변환합니다.
보기Pipedrive tl;dv와의 통합
Zoom, Google Meet, Teams용 Pipedrive 영업 문서를 자동화하세요. tl;dv 회의 녹화본, AI 요약문, 대본을 Pipedrive 및 연락처 항목 바로 아래에 "활동" 또는 "메모"로 tl;dv 기록합니다.
보기Salesloft 와 tl;dv 통합
더 풍부한 인사이트로 매출을 창출하세요. tl;dv 통합을 활용해 회의 대화 내용과 AI 노트를 영업 엔진에 직접 반영하세요. 지금 무료로 체험해 보세요!
보기유사한 워크플로
Google Meet Greenhouse의 통합 ( tl;dv)
Greenhouse와 Google Meet 채용 프로세스를 간소화하세요. tl;dv AI 면접 요약, 녹취록 및 타임스탬프가 포함된 녹화 링크를 Greenhouse 내 지원자의 활동 피드에 tl;dv 동기화합니다.
보기Google Meet Hubspot 의 통합 ( tl;dv)
tl;dv Google Meet HubSpot을 연동하세요. AI 기반 통합 솔루션이 회의 인사이트로 거래 및 연락처 정보를 자동 업데이트하여 수동 입력 없이도 영업 파이프라인의 정확성을 유지합니다.
보기Google Meet Monday.com 의 통합 ( tl;dv)
tl;dv Google Meet .com 연동 기능을 사용해 회의 기록에서 작업 항목과 하위 항목을 자동 tl;dv . AI 요약문과 녹화 클립을 보드에 바로 동기화할 수 있습니다.
보기Google Meet Pipedrive Google Meet Pipedrive ( tl;dv
Pipedrive 자동화하세요. tl;dv Google Meet , AI 요약, 녹화본을 거래에 즉시 tl;dv . 수동 입력 불필요.
보기
