Salesforce Integration: Connecting Meeting Data to Records

System Requirements: Please check with your admin to make sure you have the appropriate Salesforce account and access. 

Salesforce account requirements:

• Must have Salesforce editions with API Access

• Enterprise Edition

• Unlimited Edition

• Developer Edition

• Performance Edition

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Editions without API Access cannot use Laxis integration with Salesforce

• Group Edition
• Essentials Edition
• Professional Edition (API Access can be purchased as an add-on) 

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Access to contacts:

• Please make sure your administrator have given you the access to the contacts and notes

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**Here are the step by step guides to integrate Laxis with Salesforce:**‍

1. In the settings page, connect your Laxis account with Salesforce. Click the “Connect button”, and login to your Salesforce account.

2. Once your account is connected, go the conversation page, choose the meeting that you want to share, and then click “Send to CRM”

3. Enter the customer email or name, choose the correct contact, and then click “Send”

4. Inside Salesforce, Notes and tasks are automatically created in this contact

Frequently Asked Questions

How do I connect Laxis to Salesforce?

On the Settings page in Laxis, click the Connect button and log in to your Salesforce account to authorize the integration. Once connected, open a meeting on the conversation page, click Send to CRM, search for the contact by email or name, and click Send. Notes and tasks are then created automatically on that contact inside Salesforce.

What data does Laxis send to Salesforce?

When you send a meeting to Salesforce, Laxis uploads the key details from the conversation to the matching contact, including customer requirements, action items, a meeting summary, and a link to the recording. This is added as notes and tasks on the contact record. The result is a complete, up-to-date account history without manual data entry.

Which Salesforce editions are supported by the Laxis integration?

The integration requires a Salesforce edition with API Access, which includes Enterprise, Unlimited, Developer, and Performance editions. Group and Essentials editions are not supported, and Professional Edition works only if API Access is purchased as an add-on. You should also confirm with your administrator that you have access to contacts and notes.

Why can't I send my meeting notes to a Salesforce contact?

The most common reasons are using a Salesforce edition without API Access or not having the right permissions. Check that your edition supports API Access and ask your administrator to confirm you have access to contacts and notes. Once those requirements are met, reconnect from the Settings page and try sending the meeting again.