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CRM","\u002Fen\u002Fintegrations\u002Fcrm\u002Ftribe","en\u002F2.integrations\u002F6.crm\u002F91.tribe","i-lucide-users-round",{"title":458,"icon":459,"path":460,"stem":461,"children":462,"page":46},"Automation","i-lucide-workflow","\u002Fen\u002Fintegrations\u002Fautomation","en\u002F2.integrations\u002F7.automation",[463,467],{"title":464,"path":465,"stem":466,"icon":459},"Make","\u002Fen\u002Fintegrations\u002Fautomation\u002Fmake","en\u002F2.integrations\u002F7.automation\u002F1.make",{"title":468,"path":469,"stem":470,"icon":471},"Zapier","\u002Fen\u002Fintegrations\u002Fautomation\u002Fzapier","en\u002F2.integrations\u002F7.automation\u002F2.zapier","i-lucide-zap",{"title":473,"icon":474,"path":475,"stem":476,"children":477,"page":46},"ERP","i-lucide-factory","\u002Fen\u002Fintegrations\u002Ferp","en\u002F2.integrations\u002F7.erp",[478],{"title":479,"path":480,"stem":481,"icon":273},"Boond","\u002Fen\u002Fintegrations\u002Ferp\u002Fboond","en\u002F2.integrations\u002F7.erp\u002F1.boond",{"title":483,"icon":484,"path":485,"stem":486,"children":487,"page":46},"ATS","i-lucide-user-search","\u002Fen\u002Fintegrations\u002Fats","en\u002F2.integrations\u002F8.ats",[488],{"title":489,"path":490,"stem":491,"icon":484},"RecruitCRM","\u002Fen\u002Fintegrations\u002Fats\u002Frecruitcrm","en\u002F2.integrations\u002F8.ats\u002F1.recruitcrm",{"title":493,"icon":494,"path":495,"stem":496,"children":497,"page":46},"VoIP","i-lucide-phone","\u002Fen\u002Fintegrations\u002Fvoip","en\u002F2.integrations\u002F9.voip",[498,502,506,511,516,521,525,529,533,537,542,546],{"title":499,"path":500,"stem":501,"icon":494},"Aircall","\u002Fen\u002Fintegrations\u002Fvoip\u002Faircall","en\u002F2.integrations\u002F9.voip\u002F1.aircall",{"title":503,"path":504,"stem":505,"icon":128},"CloudTalk","\u002Fen\u002Fintegrations\u002Fvoip\u002Fcloudtalk","en\u002F2.integrations\u002F9.voip\u002F2.cloudtalk",{"title":507,"path":508,"stem":509,"icon":510},"Onoff Business","\u002Fen\u002Fintegrations\u002Fvoip\u002Fonoff-business","en\u002F2.integrations\u002F9.voip\u002F3.onoff-business","i-lucide-smartphone",{"title":512,"path":513,"stem":514,"icon":515},"Ringover","\u002Fen\u002Fintegrations\u002Fvoip\u002Fringover","en\u002F2.integrations\u002F9.voip\u002F4.ringover","i-lucide-phone-incoming",{"title":517,"path":518,"stem":519,"icon":520},"HubSpot VoIP","\u002Fen\u002Fintegrations\u002Fvoip\u002Fhubspot-voip","en\u002F2.integrations\u002F9.voip\u002F5.hubspot-voip","i-lucide-phone-outgoing",{"title":522,"path":523,"stem":524,"icon":128},"Teams Phone (via Imagicle)","\u002Fen\u002Fintegrations\u002Fvoip\u002Fteams-phone-imagicle","en\u002F2.integrations\u002F9.voip\u002F6.teams-phone-imagicle",{"title":526,"path":527,"stem":528,"icon":128},"3CX v18","\u002Fen\u002Fintegrations\u002Fvoip\u002F3cx-v18","en\u002F2.integrations\u002F9.voip\u002F7.3cx-v18",{"title":530,"path":531,"stem":532,"icon":128},"3CX v20","\u002Fen\u002Fintegrations\u002Fvoip\u002F3cx-v20","en\u002F2.integrations\u002F9.voip\u002F8.3cx-v20",{"title":534,"path":535,"stem":536,"icon":515},"Vonage Cloud Center","\u002Fen\u002Fintegrations\u002Fvoip\u002Fvonage","en\u002F2.integrations\u002F9.voip\u002F9.vonage",{"title":538,"path":539,"stem":540,"icon":541},"Telavox Flow","\u002Fen\u002Fintegrations\u002Fvoip\u002Ftelavox-flow","en\u002F2.integrations\u002F9.voip\u002F91.telavox-flow","i-lucide-phone-forwarded",{"title":543,"path":544,"stem":545,"icon":414},"ALLOcloud","\u002Fen\u002Fintegrations\u002Fvoip\u002Fallocloud","en\u002F2.integrations\u002F9.voip\u002F92.allocloud",{"title":547,"path":548,"stem":549,"icon":494},"Keyyo","\u002Fen\u002Fintegrations\u002Fvoip\u002Fkeyyo","en\u002F2.integrations\u002F9.voip\u002F93.keyyo",{"title":68,"icon":71,"path":551,"stem":552,"children":553,"page":46},"\u002Fen\u002Fintegrations\u002Fnotifications","en\u002F2.integrations\u002F91.notifications",[554,559,564],{"title":555,"path":556,"stem":557,"icon":558},"Slack","\u002Fen\u002Fintegrations\u002Fnotifications\u002Fslack","en\u002F2.integrations\u002F91.notifications\u002F1.slack","i-lucide-message-square",{"title":560,"path":561,"stem":562,"icon":563},"Teams Notifications","\u002Fen\u002Fintegrations\u002Fnotifications\u002Fteams-notifications","en\u002F2.integrations\u002F91.notifications\u002F2.teams-notifications","i-lucide-bell-ring",{"title":565,"path":566,"stem":567,"icon":568},"Recording GDPR Email","\u002Fen\u002Fintegrations\u002Fnotifications\u002Fgdpr-email","en\u002F2.integrations\u002F91.notifications\u002F3.gdpr-email","i-lucide-mail-check",{"title":570,"icon":45,"path":571,"stem":572,"children":573,"page":46},"SSO (SAML)","\u002Fen\u002Fintegrations\u002Fsso","en\u002F2.integrations\u002F92.sso",[574,578,582,586],{"title":575,"path":576,"stem":577,"icon":96},"Microsoft Entra (SAML + SCIM)","\u002Fen\u002Fintegrations\u002Fsso\u002Fmicrosoft-entra","en\u002F2.integrations\u002F92.sso\u002F1.microsoft-entra",{"title":579,"path":580,"stem":581,"icon":96},"Google (SAML)","\u002Fen\u002Fintegrations\u002Fsso\u002Fgoogle-saml","en\u002F2.integrations\u002F92.sso\u002F2.google-saml",{"title":583,"path":584,"stem":585,"icon":96},"Okta (SAML)","\u002Fen\u002Fintegrations\u002Fsso\u002Fokta","en\u002F2.integrations\u002F92.sso\u002F3.okta",{"title":587,"path":588,"stem":589,"icon":96},"Keycloak (SAML)","\u002Fen\u002Fintegrations\u002Fsso\u002Fkeycloak","en\u002F2.integrations\u002F92.sso\u002F4.keycloak",{"title":591,"icon":592,"path":593,"stem":594,"children":595,"page":46},"Migrations","i-lucide-arrow-right-left","\u002Fen\u002Fintegrations\u002Fmigrations","en\u002F2.integrations\u002F93.migrations",[596,600,604,608],{"title":597,"path":598,"stem":599,"icon":592},"Gong migration","\u002Fen\u002Fintegrations\u002Fmigrations\u002Fgong","en\u002F2.integrations\u002F93.migrations\u002F1.gong",{"title":601,"path":602,"stem":603,"icon":592},"Fireflies migration","\u002Fen\u002Fintegrations\u002Fmigrations\u002Ffireflies","en\u002F2.integrations\u002F93.migrations\u002F2.fireflies",{"title":605,"path":606,"stem":607,"icon":592},"Fathom migration","\u002Fen\u002Fintegrations\u002Fmigrations\u002Ffathom","en\u002F2.integrations\u002F93.migrations\u002F3.fathom",{"title":609,"path":610,"stem":611,"icon":592},"Modjo migration","\u002Fen\u002Fintegrations\u002Fmigrations\u002Fmodjo","en\u002F2.integrations\u002F93.migrations\u002F4.modjo",{"title":613,"icon":614,"path":615,"stem":616,"children":617,"page":46},"Legacy","i-lucide-archive","\u002Fen\u002Fintegrations\u002Flegacy","en\u002F2.integrations\u002F94.legacy",[618,622,626],{"title":619,"path":620,"stem":621,"icon":314},"Google Meet (legacy)","\u002Fen\u002Fintegrations\u002Flegacy\u002Fgoogle-meet-legacy","en\u002F2.integrations\u002F94.legacy\u002F1.google-meet-legacy",{"title":623,"path":624,"stem":625,"icon":314},"Teams Native (legacy)","\u002Fen\u002Fintegrations\u002Flegacy\u002Fteams-native-legacy","en\u002F2.integrations\u002F94.legacy\u002F2.teams-native-legacy",{"title":627,"path":628,"stem":629,"icon":314},"Zoom Native (legacy)","\u002Fen\u002Fintegrations\u002Flegacy\u002Fzoom-native-legacy","en\u002F2.integrations\u002F94.legacy\u002F3.zoom-native-legacy",{"id":631,"title":411,"body":632,"description":930,"extension":931,"links":932,"meta":933,"navigation":934,"path":412,"seo":935,"stem":413,"__hash__":936},"docs_en\u002Fen\u002F2.integrations\u002F6.crm\u002F1.salesforce.md",{"type":633,"value":634,"toc":917},"minimark",[635,697,702,800,805,886,890,913],[636,637,638,651],"table",{},[639,640,641],"thead",{},[642,643,644,648],"tr",{},[645,646,647],"th",{},"Who is this for?",[645,649,650],{},"Required permissions and licenses",[652,653,654],"tbody",{},[642,655,656,660],{},[657,658,659],"td",{},"• For administrators managing the company's integrations.",[657,661,662,663,667,668,670,671,674,675,677,678,677,681,684,685,688,689,692,693,696],{},"• Administrator rights on your ",[664,665,666],"strong",{},"Leexi"," and ",[664,669,411],{}," accounts. ",[672,673],"br",{}," • A Salesforce account on the ",[664,676,227],{},", ",[664,679,680],{},"Unlimited",[664,682,683],{},"Performance",", or ",[664,686,687],{},"Developer"," edition. With a ",[664,690,691],{},"Professional"," edition, the API access add-on is required (contact your Salesforce Account Executive). The integration is not available with an ",[664,694,695],{},"Essentials"," account.",[698,699,701],"h4",{"id":700},"how-to-use-it","How to use it",[703,704,705,710,722,726,742,749,753,759,763,772,778,782,785,791,794],"steps",{},[706,707,709],"h3",{"id":708},"prepare-your-salesforce-account","Prepare your Salesforce account",[711,712,713,714,721],"p",{},"Before enabling the Leexi integration, we recommend ",[715,716,720],"a",{"href":717,"rel":718},"https:\u002F\u002Fhelp.salesforce.com\u002Fs\u002FarticleView?id=sf.activities_enable_shared_activities.htm&type=5",[719],"nofollow","enabling Shared Activities"," on your Salesforce account. When a meeting involves several customers, this lets us create a single note linked to each customer.",[706,723,725],{"id":724},"add-the-integration-in-leexi","Add the integration in Leexi",[711,727,728,729,733,734,737,738,741],{},"From your ",[715,730,666],{"href":731,"rel":732},"https:\u002F\u002Fapp.leexi.ai",[719]," account, go to ",[664,735,736],{},"Settings → Company settings → Integrations",", then click ",[664,739,740],{},"Add"," on the Salesforce card.",[711,743,744],{},[745,746],"img",{"alt":747,"src":748},"Salesforce integration card in Leexi settings","https:\u002F\u002Fmedia.docs.leexi.ai\u002Fstudio\u002Fimages\u002Ffr\u002F9.integrations\u002F4.crm\u002F1.salesforce\u002Fimage01.png",[706,750,752],{"id":751},"accept-the-requested-permissions","Accept the requested permissions",[711,754,755],{},[745,756],{"alt":757,"src":758},"Salesforce authorization screen","https:\u002F\u002Fmedia.docs.leexi.ai\u002Fstudio\u002Fimages\u002Ffr\u002F9.integrations\u002F4.crm\u002F1.salesforce\u002Fimage02.png",[706,760,762],{"id":761},"enable-sending-summaries-to-the-crm","Enable sending summaries to the CRM",[711,764,765,766,771],{},"Go to Customization settings → ",[715,767,770],{"href":768,"rel":769},"https:\u002F\u002Fapp.leexi.ai\u002Fen\u002Fsettings\u002Fprompts",[719],"Summary templates"," and check the \"CRM\" notification for each summary template you want to send to Salesforce. Without this step, you won't receive your summary as a note in the CRM.",[711,773,774],{},[745,775],{"alt":776,"src":777},"Enabling the CRM notification on a summary template","https:\u002F\u002Fmedia.docs.leexi.ai\u002Fstudio\u002Fimages\u002Ffr\u002F9.integrations\u002F4.crm\u002F1.salesforce\u002Fimage03.png",[706,779,781],{"id":780},"check-the-result-in-salesforce","Check the result in Salesforce",[711,783,784],{},"Done! Your CRM information is now synced with Leexi and you'll receive call notes on the relevant deals, customers, leads, and organizations. Here's the type of note visible in Salesforce.",[711,786,787],{},[745,788],{"alt":789,"src":790},"Leexi call note in Salesforce","https:\u002F\u002Fmedia.docs.leexi.ai\u002Fstudio\u002Fimages\u002Ffr\u002F9.integrations\u002F4.crm\u002F1.salesforce\u002Fimage04.png",[711,792,793],{},"By clicking on the call title, you'll find the full summary.",[711,795,796],{},[745,797],{"alt":798,"src":799},"Call summary in Salesforce","https:\u002F\u002Fmedia.docs.leexi.ai\u002Fstudio\u002Fimages\u002Ffr\u002F9.integrations\u002F4.crm\u002F1.salesforce\u002Fimage05.png",[801,802,804],"h2",{"id":803},"frequently-asked-questions","Frequently asked questions",[806,807,808,814,830,839,850,854,861],"accordion",{},[809,810,813],"accordion-item",{"icon":811,"label":812},"i-lucide-circle-help","I'm getting the \"OAUTH_APPROVAL_ERROR_GENERIC\" error when enabling the integration, what should I do?","You don't have sufficient permissions in Salesforce to enable the integration. Ask a Salesforce system administrator to enable it.",[809,815,817,820],{"icon":811,"label":816},"What happens if I have several open deals for the same contact?",[711,818,819],{},"Leexi analyzes all deals linked to the call's contact and applies the following rules to determine the primary deal:",[821,822,823,827],"ul",{},[824,825,826],"li",{},"Priority 1: the deal owner matches the call owner.",[824,828,829],{},"Priority 2: if several deals exist, we select the most recent one (by creation date).",[809,831,833,836],{"icon":811,"label":832},"How do you handle CRM duplicates (several contacts with the same email or phone number)?",[711,834,835],{},"Leexi keeps only one contact per email address or phone number, even if duplicates exist in your CRM. We take into account the most recently created or modified contact.",[711,837,838],{},"If you merge records in your CRM, Leexi automatically syncs the data every 15 minutes to reflect the update.",[809,840,842],{"icon":811,"label":841},"Several employees in the meeting jointly manage a deal, who is the note assigned to?",[821,843,844,847],{},[824,845,846],{},"Case 1: if the CRM allows assigning an owner to the note, Leexi assigns it to the call owner (provided the Leexi account is properly linked to a CRM user).",[824,848,849],{},"Case 2: if the CRM doesn't support this customization, the note is assigned to the user who enabled the integration.",[809,851,853],{"icon":811,"label":852},"Two deals with the same contact but different owners, how is the deal chosen?","Leexi applies the same logic as for handling several open deals for the same contact (see the question \"What happens if I have several open deals for the same contact?\").",[809,855,857,858,860],{"icon":811,"label":856},"How can I prevent automatic CRM field filling (autofill)?","You can disable autofill by unchecking the corresponding option in the CRM settings. See also ",[715,859,217],{"href":218},".",[809,862,864,867,878],{"icon":811,"label":863},"The notes\u002Ftasks created don't have the right owner, why?",[711,865,866],{},"Salesforce objects have a CreatedBy field and an Owner field. The CreatedById field is generated automatically by Salesforce and we cannot configure it: it always corresponds to the user who enabled the Salesforce integration. However, notes\u002Ftasks also have an Owner attribute, which we configure and which corresponds to the relevant user. Use the Owner field rather than CreatedById when needed.",[711,868,869,870,873,874,877],{},"To display the actual owner, your Salesforce administrator can update the page layout to show the ",[664,871,872],{},"Owner"," field instead of ",[664,875,876],{},"Created By",":",[821,879,880,883],{},[824,881,882],{},"Setup → Object Manager → [Object] → Page Layouts",[824,884,885],{},"Edit the layout → on the related list, click the wrench icon → remove \"Created By\" and add \"Owner\" → Save.",[801,887,889],{"id":888},"things-to-watch-out-for","Things to watch out for",[821,891,892,910],{},[824,893,894,895,677,897,677,899,684,901,903,904,906,907,909],{},"The integration requires a Salesforce edition with API access: ",[664,896,227],{},[664,898,680],{},[664,900,683],{},[664,902,687],{}," (API add-on required on ",[664,905,691],{},", not possible on ",[664,908,695],{},").",[824,911,912],{},"The CreatedBy field on notes\u002Ftasks always corresponds to the user who enabled the integration; refer to the Owner field to know the actual owner.",[801,914,916],{"id":915},"previous-and-next-pages","Previous and next pages",{"title":918,"searchDepth":919,"depth":919,"links":920},"",2,[921,923,924,925,926,927,928,929],{"id":708,"depth":922,"text":709},3,{"id":724,"depth":922,"text":725},{"id":751,"depth":922,"text":752},{"id":761,"depth":922,"text":762},{"id":780,"depth":922,"text":781},{"id":803,"depth":919,"text":804},{"id":888,"depth":919,"text":889},{"id":915,"depth":919,"text":916},"Connect Salesforce to Leexi to automatically send your call notes to the relevant contacts, deals, and accounts.","md",null,{},{"icon":414},{"title":411,"description":930},"Z9jCSXFyp5S7M4nKaF4Wx9B4mNLO3e1kMhsIAAxdK2M",[938,940],{"title":400,"path":401,"stem":402,"description":939,"icon":403,"children":-1},"Automatically send the AI transcripts and analyses of your calls to a Notion database.",{"title":416,"path":417,"stem":418,"description":941,"icon":419,"children":-1},"Connect HubSpot to Leexi to automatically send your call notes to the relevant contacts, deals, and companies.",1784282683046]