There are two primary benefits of connecting your Salesforce or Hubspot account to UpdateAI:
We push the Smart Summary™ of your meeting recap into SFDC/HS as as event note.
It allows us to organize, and, better yet, analyze, your meetings by client account, using your existing CRM account list.
How to connect your account
Go to the Integrations tab of your account settings.
At this time only Salesforce OR Hubspot may be connected at a single time. Not both.
Select to "Connect" and enter your Salesforce of Hubspot credentials.
Having trouble connecting to HubSpot? Try this help article.
How does the automatic account mapping work? (⚒️ And why it may not be working for you)
To reduce the manual burden on you, we try to automatically map your external calls to the appropriate CRM account.
We look at the emails on the invitation to your meeting. We then do a lookup for those emails in your CRM and map the meeting to the CRM account that has those emails.
If we find emails that match multiple accounts in your CRM we won't map them automatically. We don't want to guess wrong. But, we will notify you of this on the meeting recap and you'll be able to manually select which account to push the meeting record into.
How do I enable and disable automatic mapping?
Inside of your account settings you may enable or disable or UpdateAI to automatically map your meeting to a CRM account and push the Smart Summary™️ of that meeting recap to the account record.
This setting is enabled by default when you first connect your CRM.
If you disable the setting you can still push the meeting recap to your CRM manually. Just don't forget to do so!
How do I manually map a meeting to an account in my CRM?
Inside of each meeting recap page you can search for any account in your CRM and manually map to that account (your CRM must be connected at the time of search).
You can also change the account mapping at any time.
When you change an account mapping, we will remove the meeting record from Salesforce/Hubspot and place a new record into the newly mapped account.
What if UpdateAI cannot locate an account in my CRM to map to?
If there is no Company account found in your CRM that maps to the invitees of your meeting, you have two options:
Go into your CRM (Salesforce or HubSpot) and create the new Company account. Then resync your CRM to UpdateAI in the integrations tab of your settings (we recommend you do this just to be sure the new company account will show up promptly). You'll now be able to manually connect your recap to that account (and in the future it will map automatically).
2. If the above 👆 feels a bit 'extra', we've created a fallback for all users, even those who don't even have a CRM to connect. Read about our internal company tagging to make it easier to search and filter your meetings within UpdateAI.
How do I filter recaps by account?
Inside of your portal dashboard you can sort your meeting recaps by account by selecting the Account dropdown filter or by clicking on the name of an account in the Connect Account column.
How do I access an UpdateAI meeting recap inside of Salesforce or Hubspot?
In both Salesforce or Hubspot you'll find your Smart Summary™️ in two places.
In Hubspot the event will be listed inside the respective Company account.
You'll also find the summary attached to the customer Contact whose profile we mapped to that Account.
View of Account record with UpdateAI Smart Summary™️
View of Contact record with UpdateAI Smart Summary™️
Inside of Salesforce you will find the meeting event created in the Company record:
You will also find the meeting in the record for the Contact(s) who were invited to your meeting:
Here is a view of the Smart Summary™️ that is pushed into Salesforce into the Company and Contact records:
