Overview
The Claap x Salesforce integration allows you to log directly from Claap a note in Salesforce containing your meeting details and summary and map that note to the relevant contacts and opportunities.
⚠️ In order for Salesforce integration to work, you will first need to connect your Google Calendar or Outlook Calendar. Only recordings of meetings in your integrated calendar will have the Salesforce push enabled.
Turn on Salesforce Integration
Before being able to log a note in Salesforce directly from Claap, you will need to connect your Salesforce account with your Claap account:
Open your Apps & Integrations settings and click on the Salesforce tile:
Click on "Connect":
Log in through Salesforce's authentication with the same email account you used to log into Claap
That's it, at this point, you have connected your Salesforce account with your Claap account. The Salesforce integration tile should now show a green check:
How it works
Anytime you record a meeting with external participants, you will have the ability to create a corresponding note activity for this meeting in Salesforce, attached to the relevant Contact, Opportunity, and Account in Salesforce.
This note will contain the meeting details, the list of participants, the meeting summary from Claap, and a link to the meeting recording.
💡 A note will be created in Salesforce for each external meeting attendee. A new contact will be added in HubSpot if the contact/email does not yet exist.
To create a Salesforce note from Claap:
Click on the
Send to CRMbutton in the Overview tab:
Click on
Add note to SalesforceThat's it! You can then access your note anytime directly from the link provided below the meeting recording, at the bottom of the Overview tab, where Files & Links are attached:
If you like, you can also update the note in order to push the latest Summary if you've changed it. To do this, click on
Send to CRMbutton in the Overview tab and selectUpdate note on Salesforce:
💡 Meetings which have Salesforce notes attached will display the Salesforce icon on their tile in your Library:
Benefits
Attaching your meeting's AI Summary, meeting details, and claap video directly in Salesforce to keep your contacts, opportunities, and accounts updated is a time saver and game changer. Your contacts and deals are always up-to-date with the latest meeting information available directly in Salesforce, and you can easily go back to the original meeting recording if you ever need.
Ensure you have the appropriate setup in Salesforce
In order to take full advantage of our Salesforce integration, please make sure that you have the following setup in Salesforce. You will need have top-level Salesforce administrator privileges or full object-level and full-field-level security permissions to perform the following configuration.
Enable Notes
In your Salesforce Setup, navigate to Feature Settings > Sales > Notes Settings
Make sure Enable Notes is toggled ON:
Add Notes to the Page Layout of your CRM objects
In your Salesforce Setup, navigate to your Object Manager
Click on Account
Click on Page Layouts
Add Notes to the page layout:
Repeat step 2-4 for Contact and Opportunity objects
Configure a Permission Set for the Claap integration
In your Salesforce Setup, navigate to Users > Permission Sets
Create a new Permission Set
In this new Permission Set, navigate to Object Settings
Open the Accounts settings
Enable Read permissions on the object
Enable Read Access for the Field API Name: Name
Open the Opportunities settings
Enable Read permissions on the object
Enable Read Access for the Field API Name: AccountId
Enable Read Access for the Field API Name: Name
Open the Contacts settings
Enable Read, Create, and Edit permissions on the object
Enable Read and Edit Access for the Field API Name: AccountId
Enable Read and Edit Access for the Field API Name: Email
Enable Read and Edit Access for the Field API Name: Name
Assign this Permission Set to the Admin user enabling the integration on Claap