Salesforce integration with tl;dv

Did you know that SDRs only spend 40-60% of their time selling? Well, up until now! tl;dv summarizes your meeting insights from Google Meet, Zoom, and Microsoft Teams and syncs them directly with your Salesforce CRM records, straight under your customers or prospects account.

Our AI keeps your CRM updated on auto-pilot.

Use our default AI Meeting Template for Sales or Customer Success and send the structured meeting summaries directly to Salesforce. Without lifting a finger. Sit back while your colleagues catch up on an account in minutes with our AI summaries directly within Salesforce. Even better, every moment is timestamped and links to the moment in the recording for full context and additional cues.

Setting up your integrations is easy

On the tl;dv side menu, click on the integrations tab

Select from our featured templates or create your own custom workflows.

Off you go! Sit back and relax, your data will flow seamlessly between apps.

Get started with tl;dv

Record, transcribe, clip and share with Google Meet, Zoom and Microsoft Teams

Similar integrations

Zoho

Automatically populate your CRM contacts with the meeting summaries within seconds. Focus on closing, instead of CRM housekeeping.

Pipedrive

tl;dv summarizes your sales meetings from Meet, Zoom or Teams, and pushes them straight to Pipedrive. Done? Done!

Monday.com

Take charge of projects! tl;dv turns meeting takeaways into tasks, directly injected into Monday.com.

Hubspot

We take your meetings notes for you. Oh, and we will push the AI insights straight to the right HubSpot contact.

Similar workflows

Zoom to Salesforce

via tl;dv

Derive more from your Zoom interactions by directly influencing Salesforce’s records and analytics.

Zoom to Salesloft

via tl;dv

With every Zoom call, our system assimilates the core discussions and optimizes your sales sequences in Salesloft.

Microsoft Teams to Hubspot

via tl;dv

Seamlessly transform every client interaction on Microsoft Teams into actionable insights on Hubspot.

Zoom to Zoho

via tl;dv

Our AI transforms your Zoom conversations into actionable data points across Zoho’s modules.