Salesforce Integration – How to Bring Sally into Your CRM with Ease

With the Salesforce integration, you can transfer important customer data and sales opportunities directly from Sally into your CRM – no duplicate effort required. You choose with a click which content to sync. This keeps your CRM documentation complete and consistent – without any copy & paste.

How to Activate the Salesforce Integration

1. Open your Settings in Sally.

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2. Go to the Integrations section.

3. Click on Add and search for Salesforce.

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4. Select Connect.

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5. Choose whether to link a production or sandbox environment.

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6. Log in to your Salesforce account.

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Once the connection is established, you can link meeting content directly to Salesforce – for example, as tasks, notes, or events.

How to Add Meeting Content to Leads, Accounts, or Opportunities

1. Open the Summary of the relevant meeting in Sally.

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2. Hover over the information you want to send to Salesforce.

3. Click on the Salesforce logo that appears.

4. Choose whether you want to create a task, note, or event.

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5. Edit the content if needed and select the correct lead, account, contact, opportunity, or case.

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6. Click Create to sync everything.

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You’ll find the information immediately in the relevant Salesforce record.

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Your Benefit?

You save time, reduce sources of error, and ensure that key info doesn’t get lost. This turns meeting insights into real sales power – right where you need it.