CRM Sync. Built into RecordX
What it does
Push summaries and action items into your CRM through the RecordX API. Never retype notes.
Why it matters
- Summary tied to the right meeting
- Action items ready to become tasks in your CRM
- API for direct integration
How RecordX does it
RecordX runs CRM Sync on the same pipeline that powers our Zoom, Meet, Teams, in-person, and phone call capture. One library, one search, consistent quality across every conversation you record.
Use cases
CRM Sync is used across sales, therapy, coaching, legal, HR, real estate, recruiting, medical, customer success, education, insurance, tech support, consulting, project management, journalism, and podcasting. Pick the workflow closest to yours to see how it fits.
Integrations
Works with Zoom, Google Meet, Microsoft Teams, Webex, Slack, and Google Calendar. Full list on the integrations page.
Who it's for
Sales teams
Call summaries and action items land in the CRM record without a copy-paste step.
Sales ops
A clean audit trail of who said what, synced to the account record every rep touches.
Customer success
Health signals from every call feed the renewal picture without manual logging.
RevOps
Standard-shape call notes across the whole pipeline instead of free-text per rep.
Account managers
Follow-up tasks created from the call drop straight into the right opportunity.
FAQ
Is CRM Sync available on iOS and Android?
Yes. RecordX runs on iOS, Android, web, macOS, and Windows. CRM Sync is available on every surface.
How accurate is the output?
RecordX uses top-tier speech models with post-processing tuned for meeting and call audio. Accuracy is production-grade for English and 20 other supported languages, including Hebrew.
Where is my data stored?
Encrypted in transit and at rest. Source audio is deleted after processing. Transcripts stay in your account for one year and can be deleted at any time. See the privacy policy.
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