Integrate Microsoft Teams meetings with Salesforce

Automatically capture Microsoft Teams meeting conversations against your customer records. Build a rich, single source of truth for all customer and meeting information in Salesforce.

• Attendee details - like names and contact details - are captured in detail against customer records.
• Easily access full meeting video and audio recordings.
• All talking points are logged with transcriptions and AI meeting summaries.

Every meeting detail, captured in Salesforce

Capture full meeting transcriptions

Make sure every sentence, question, answer and action point is captured in Salesforce with downloadable transcriptions and AI-generated meeting summaries.

Full meeting recordings

Whether you’re scoping, pitching or chatting, ensure everyone in your team can access full meeting video recordings when they need them.

Attendee names and contact details

Ensure all meeting attendee information is automatically captured in detail and stored neatly against your customer records in Salesforce. ‍

Maximize your Salesforce investment

With rich, accurate Microsoft Teams meeting data flowing into Salesforce, every meeting will help you learn more about your customers, and optimize your processes.

Speed up sales cycles and close more deals

Build a single source of truth for all customer data, meeting information, and deal statuses in Salesforce, so your reps can access deal-critical information instantly.

Boost business intelligence and AI capability

Train AI agents with rich meeting data and build smarter, more robust sales & customer service processes.

Unlock more value from Salesforce

Increase efficiency with accurate, accessible data. No more manual updates or entry errors.