Connect Grain with Salesforce to automatically update your contacts' events with meeting notes and a link to view the meeting recording and clips. Our integration syncs your sales meeting notes with contacts in Salesforce, ensuring that your contact records stay up-to-date and providing better visibility into pipeline activity.
To connect Grain with Salesforce, follow these steps:
Go to Integrations > Salesforce
Click "Connect"
Give Grain access to your Salesforce account by logging in
Voila! You’ve now connected Grain with your Salesforce account.
Important Note: Meetings with participants whose email matches a Salesforce contact will automatically create Salesforce activity events.