In today's fast-paced sales environment, having actionable insights from your customer conversations at your fingertips can make all the difference. That's where Sales Agent comes in.

Intelligent Meeting Insights for Sales Teams

Sales Agent uses advanced AI to analyze your sales conversations and automatically generate valuable insights. The platform pulls out key information from your meetings and organizes it into actionable bullet points covering:

• Competition mentions

• Customer objections

• Action items

• And more

But having these insights in MeetNotes is just the beginning. What if you could automatically sync this critical information directly to your Salesforce account? Now you can.

Seamless Salesforce Integration

Setting up the Salesforce integration is straightforward and only requires workspace admin permissions:

1. Navigate to the Apps page in MeetNotes

2. Locate and add the Salesforce app

3. Authorize MeetNotes to access your Salesforce account

4. Map your MeetNotes insights to specific Salesforce fields

5. Choose your write behavior (overwrite, write if empty, or append)

6. Toggle the integration on

Once configured, MeetNotes automatically identifies the correct Salesforce opportunity based on contact email addresses from your meetings and syncs the relevant insights.