Salesforce meeting notes integration

Salesforce: deal reports in Salesforce after every call

Acta writes the summary, the action points and the deal report your team uses, such as MEDDPICC or BANT, and sends them to Salesforce, so reps sell instead of updating fields.

Connect Salesforce free How it works

Acta + Salesforce in three steps

  1. 1

    Connect Salesforce

    Click Connect on the Salesforce card in Acta's Integrations and follow the steps to give Acta access.

  2. 2

    Record the meeting

    On Zoom, Google Meet or Teams, with the desktop app, Chrome extension, notetaker or mobile app.

  3. 3

    Find it in Salesforce

    After the meeting, Acta sends meeting summary, action points, deal report to Salesforce.

What Acta sends to Salesforce

  • Meeting summary
  • Action points
  • Deal report

Works well for

  • Enterprise deal cycles with several calls
  • Forecast and pipeline reviews
  • Sales teams that qualify with MEDDPICC, BANT, SPIN or SPICED

Pairs well with

Record without a bot from the desktop app or Chrome extension, or send the notetaker from your calendar.

More integrations

HSHubSpotCRMConnect Acta to HubSpot and sync meeting summaries and action points from your Zoom, Google Meet and Teams sales calls, with or without a bot.See the HubSpot integration ZCZoho CRMCRMSend meeting summaries and deal summaries from your Zoom, Google Meet and Teams calls to Zoho CRM with Acta.See the Zoho CRM integration JiJiraTicketingActa reviews your standups, sprint planning and bug triage meetings for new Jira tickets, with type, priority, assignee and due date.See the Jira integration AsAsanaTicketingActa reviews your meetings for new Asana tasks, so the work agreed in a call lands in Asana.See the Asana integration CUClickUpTicketingActa reviews your meetings for new ClickUp tasks, so decisions in a call become work in ClickUp.See the ClickUp integration MoMonday.comTicketingActa reviews your meetings for new Monday.com items, so the work agreed in a call shows up on your boards.See the Monday.com integration

All integrations

Frequently asked questions

How does Acta work with Salesforce?

Acta writes the summary, the action points and the deal report your team uses, such as MEDDPICC or BANT, and sends them to Salesforce, so reps sell instead of updating fields.

What does Acta send to Salesforce?

Meeting summaries, action points and deal reports.

Which deal reports can Acta write?

MEDDPICC, SPICED, SPIN and BANT. Turn on the ones your team uses.

Which AI meeting assistant works with Salesforce?

Acta records Zoom, Google Meet and Microsoft Teams meetings, with or without a bot, and sends meeting summary, action points, deal report to Salesforce.

Can I send meeting notes to Salesforce without a bot in the call?

Yes. The Acta desktop app and Chrome extension record from your own computer, so no bot joins, and Acta still sends the results after the meeting.

Is it free to try?

Yes. Acta has a 15-day free trial, and you can connect your tools during it.

Meeting notes in Salesforce, without the typing.

Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams.

Start for free