Salesforce

Overview

Trale logs meeting summaries to the matching Salesforce record, turns action items into Salesforce tasks, and keeps your contacts current. Participants are matched to existing contacts by email, new contacts and accounts can be created from the people on the call, and details like title, phone, and company are filled in automatically.

What you can do with Salesforce

• Log every meeting automatically. Summaries push to the matching Salesforce record after each call.

• Turn action items into Salesforce tasks. Each follow-up becomes a Salesforce task with its due date, linked to the contact and, where Trale can match them, the account and opportunity. Complete or edit it in Trale and the Salesforce task updates too.

• Match participants to records. Trale finds attendees in Salesforce by email so notes land on the right contact.

• Create and enrich contacts. New contacts and accounts are created from attendees, and existing ones get updated with title, phone, and location.

• Skip internal colleagues. Teammates on your own domain are left out, so only real customer contacts are written.