RecordX + Salesforce
How it works
Not live yet. Salesforce sync is on the roadmap - today RecordX does not push transcripts, summaries, or activities to any Salesforce org. Record with RecordX now, paste the summary URL onto the Contact or Opportunity by hand, and email support@recordx.io to be notified when direct sync ships.
Get started with RecordX today
- Create your RecordX account at recordx.io/register.html.
- Email us at support@recordx.io to hear when Salesforce sync launches.
- Connect Salesforce from Settings once the Connected App is live (nothing to click today).
- Meanwhile: record Zoom, Meet, or Teams calls with RecordX and create the Salesforce Activity manually with the summary URL attached.
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.
Planned scope
Match each call to a Salesforce Contact or Lead by attendee email, then write the summary and action items to the record's Activity timeline as a Task or Event with the notes attached. Opportunity association will follow via Contact Role or record ownership. Transcripts stay in RecordX and the Activity carries a link back. None of this is built - this describes the shape being scoped.
What will sync (planned)
| Data | RecordX - Salesforce | Salesforce - RecordX |
|---|---|---|
| Summary and action items | Push to Task/Event (planned) | Not planned |
| Transcript | Link only, on the Activity record (planned) | Not planned |
| Contact/Lead match | Resolved by attendee email (planned) | Read for match (planned) |
| Opportunity association | Via Contact Role or ownership (planned) | Read for match (planned) |
| Recording audio | Not planned | Not planned |
| Salesforce record fields | Not planned | Read for match (planned) |
Planned OAuth scopes
api- REST/SOAP access to write Activities and read Contacts/Leads/Opportunities.-
refresh_token,offline_access- keep the connection alive without re-auth on every call. - Sandbox and Production orgs both selectable at connect time. No My Domain requirement is anticipated.
- Nothing is granted today - no Connected App is deployed on the Salesforce side.
Pricing and limits (planned)
- Salesforce sync is expected to land on the Business tier at launch (see pricing).
- Salesforce enforces per-org API request limits (governor limits vary by edition). Writes will be batched to stay well below the daily allocation.
- Recording minutes still draw from the same monthly RecordX balance - no separate Salesforce meter.
Common concerns
- Salesforce ships Einstein Conversation Insights (formerly Sales Cloud Einstein) for native call analysis - if your calls run entirely inside Sales Cloud and your team is licensed for it, that's the closer fit.
- RecordX earns its place when calls span Zoom, Meet, Teams, Webex, and phone - one library, one summary engine, with the Activity landing in Salesforce.
- Sandbox testing before pointing at Production is expected to be part of the rollout.
Alternatives while waiting
Gong, Chorus, Otter, and Fireflies all have live Salesforce integrations today. If Salesforce push is a hard requirement this quarter, pick one of those. If you'd rather stay with RecordX now and cut over when the Connected App ships, the manual workaround is short: record the call, open the summary in the RecordX web app, copy the URL, paste it onto the Salesforce Opportunity or log a Task with it.
Get notified
Email us at support@recordx.io to be notified when Salesforce sync ships.
Setup checklist
- Register at recordx.io.
- Email support@recordx.io to get on the notify list.
- Meanwhile, record Zoom/Meet/Teams calls with RecordX.
- Paste each summary URL onto the matching Salesforce Contact or Opportunity by hand.
- Connect Salesforce from Settings when the Connected App goes live.
Related integrations
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