CRM and Tool Sync
Every Meeting Captured. Every Decision Tracked.
Push meeting notes and action items into your CRM automatically
Your Meeting Assistant Employee turns every sales call, customer review, and internal sync into structured records inside Salesforce, HubSpot, and Notion. Sales reps stop spending 30 minutes after each call typing summaries into the CRM. The painful manual write-up disappears entirely.,After each meeting, the Employee extracts notes, action items, decisions, and key deal fields, then pushes them to the right object in the right tool. It updates opportunity stages, logs activities, creates follow-up tasks, and tags stakeholders by name. The CRM stays current without anyone touching it.,Whether your team runs 5 calls a week or 500, every meeting outcome lands in the systems your business runs on. Pipeline data is accurate in real time, leadership sees true deal health, and reps spend their hours selling instead of admin. The Employee never forgets to log, never delays a write-up, never skips a field.
Benefits
How It Works
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At a Glance
- 30 min
- Saved per call
- 100%
- CRM logging coverage
- < 5 min
- Records updated post-call
- 15+
- Field types synced
The end of post-call admin
Custom field mapping for any sales process
Notion as the team knowledge base
FAQ
Which CRMs are supported?
Salesforce and HubSpot have full read and write support including custom fields. Notion, Pipedrive, and other tools work for note sync and task creation through native connectors.
How does it match meetings to records?
The Employee matches by attendee email and calendar context. It links calls to the right opportunity, account, or contact and falls back to creating a new record when no match exists.
Can I review before it syncs?
Yes. You can set the Employee to draft updates and notify a rep for approval before pushing, or let it sync directly for trusted meeting types like internal syncs and recurring reviews.
What if the call covers multiple deals?
The Employee splits the transcript by topic and routes notes to each relevant deal. Action items are tagged to the right opportunity and assigned to the owner mentioned on the call.
Does it handle custom fields?
Yes. You can map any custom field in your CRM and tell the Employee what to listen for. Budget, timeline, decision criteria, and competitors all extract from natural conversation.