RecordX + Salesforce

Category: crm - Status: planned

How it works

Coming soon: push RecordX summaries and action items to Salesforce accounts and opportunities via Zapier or the API. Today, summaries can be exported from the RecordX web app and pasted into Salesforce records.

Get started with RecordX today

1. Create your RecordX account at recordx.io/register.html.
2. Install the RecordX Chrome extension.
3. Record a sales call - transcript and summary land in the RecordX web app.
4. Paste the summary into the matching Salesforce account or opportunity until the direct sync ships.

Get RecordX free

Planned use cases

• Attach call summaries to Salesforce accounts and opportunities automatically.
• Push action items into Salesforce tasks with the right owner.
• Keep every conversation searchable in RecordX and cross-linked to the CRM record.

Related integrations

• Zoom
• Google Meet
• Microsoft Teams
• Google Calendar
• See all integrations

Try RecordX free