Enterprise sales cycles
Attach every stakeholder call to the opportunity so the full thread is visible to the account team.
Log meeting summaries to Salesforce
The ReVoice Salesforce integration saves an AI summary of a meeting to Salesforce as a note and links it to an opportunity, so what was said on the call is on the record without manual logging. It uses Salesforce's API over OAuth and is available on the Business plan.
Keep the opportunity record complete
Reps rarely have time to write up every call. When the summary is pushed to the opportunity, the activity history stays complete, forecasts rest on what was agreed and handovers do not start from zero.
How it connects
- Authorize ReVoice once through Salesforce's OAuth flow
- Choose the opportunity to attach a meeting summary to
- Automatic push is opt-in per user and follows the workspace's external-sharing policy
Availability
The Salesforce integration is available on the Business plan.
Use cases
Forecast reviews
Back each stage change with the summary of the conversation that justified it.
Renewals
Give the account owner the notes from earlier calls on the same record.
Frequently asked questions
What gets saved to Salesforce?
A note with the meeting summary, linked to the opportunity you choose.
Is the push automatic?
Automatic push is opt-in per user and follows your workspace's external-sharing policy. You can also push a summary yourself.
Which plan includes Salesforce?
The Business plan.
Is there a setup guide?
Yes. The Salesforce guide explains adding, using and removing the integration.
Related
Try ReVoice on your next meeting
Transcription, summaries and action items for Teams, Zoom and Google Meet, with meeting data processed and stored in the EU.