There are multiple benefits to connecting your Salesforce or HubSpot CRM to UpdateAI:
It allows you to automatically push your meeting recaps to your CRM.
It allows you to organize your meetings by client account, using your existing CRM account list.
It allows you to analyze voice-of-the-customer trends by key customer segments.
How to connect your account (only for UpdateAI workspace owners or admins)
IMPORTANT NOTES:
* Your CRM user account must have permissions to connect to UpdateAI. If you don't have those permissions, please contact your company IT.
* Only 1 user's CRM account needs to be (and can be) connected at a time within a single workspace.
* At this time only Salesforce OR HubSpot may be connected at a single time. Not both.
Connecting your CRM account
Go to the My Workspace tab of your account settings and locate the "CRM Setup" section. (If this section is disabled for you, that means you are not the owner or an admin of your UpdateAI workspace, which is a requirement to connect your CRM.)
Select to "Connect" and enter your Salesforce or HubSpot credentials.
Having trouble connecting to HubSpot? Try this help article.
Under what name will my meeting notes and insights be published in my CRM?
Even though only one CRM account is connected to UpdateAI, UpdateAI will publish information to your CRM under the name of the UpdateAI meeting owner, provided that the owner also has an account in the CRM under the same email address used to create their UpdateAI account.
If that user does not exist in your CRM, or if we cannot locate them, we will fallback to publishing under the name of the CRM account that was connected to UpdateAI in the workspace settings.
How does UpdateAI know which customer account to map to in the CRM?
To reduce the manual burden on you, we try to automatically map your external calls to the appropriate CRM account. (We do not map your internal calls)
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 CRM account 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 happens if UpdateAI can't find a matching account in my CRM?
If UpdateAI doesn’t locate a matching company account in your CRM for your meeting invitees, we’ve built a fallback solution for all users, even those without a connected CRM. Learn more about our internal company tagging feature, designed to simplify searching and filtering 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:
