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Integrating Xembly with Salesforce
Integrating Xembly with Salesforce

Learn about automatic CRM sync, how to connect to Salesforce, what the integration does, and configuration options

Peter Francis avatar
Written by Peter Francis
Updated over a week ago

We're thrilled to announce that Summary now automatically syncs with dozens of CRMs including Salesforce and HubSpot.

What CRM sync does

  • Synchronizes Xembly Summaries as meeting notes, including a video link to key moments.

  • Adds Salesforce/HubSpot tasks with assigned owners and due dates.

  • Automatically tags relevant customer records and fields in Salesforce or HubSpot to specific accounts, contacts, and deals/opportunities.

  • Schedules dedicated block time and follow-ups on your calendar for meeting Action Items.

  • Optionally updates custom fields within customer records and adds new contact records for existing accounts.

How to connect to Salesforce

Go directly to web.xembly.com/connections/salesforce and skip to Step 5 below. Or:

  1. Visit web.xembly.com

  2. Click on the ⚙️ Settings icon on the left side of the page

  3. Navigate to Integrations

  4. On the card for Salesforce, click Manage

  5. Click anywhere in the white box containing salesforce and [your email] to expand

6. Click Connect

a. You may need to scroll down in the box to see the Connect button

7. Log in directly to Salesforce or through a Custom Domain

What your Salesforce <> Xembly integration will do

  • Verify that the meeting relates to a Salesforce account based on the email of attendees

  • Search for a meeting in Salesforce

    • If already in Salesforce → Update meeting events with notes and actions

    • If not already in Salesforce → Create meeting events with notes and actions

      • Associate participants and account with meeting

Configuration options

Organizations and teams work in infinitely many ways, and good integrations need to align with every setup. Xembly partners with you to fit your model perfectly.

For example:

  • Specific naming conventions when searching for or creating meetings

  • Tweak notes format

  • Adding task objects that your team has committed to

  • Logic for updating the stage of the meeting

  • Rules for updating custom fields

  • Adding meeting metrics (e.g. duration, talk time) to notes or custom fields

  • etc.

Want to keep connecting? Check out other Xembly integrations:

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