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 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.
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. Instead 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.
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 (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.
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 Hubspot you'll find your Smart Summary™️ inside the respective company Account record.
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 Smart Summary™️ in the Company record:
