Integrate Grain with your dialer and CRM

Learn how to connect your dialer and CRM to Grain to automate note taking in your CRM for calls and video meetings

Updated over a week ago

Grain's versatility extends to its ability to integrate seamlessly with a variety of Customer Relationship Management (CRM) systems and dialers like Aircall. By linking Grain to your existing tools, you can enhance customer interactions, streamline follow-ups, and consolidate valuable conversation data where it serves you best.

Grain integrates with the following HubSpot, Salesforce, and Aircall

  • HubSpot: Sync your Grain meeting notes to corresponding contacts, companies, or deals in HubSpot. Use these insights to enrich your customer profiles and tailor your marketing efforts.

  • Salesforce: Capture valuable conversation insights directly within Salesforce. Grain’s integration allows you to link call notes to Salesforce records, making them more accessible and actionable.

  • Aircall: Automatically import your Aircall calls into Grain for transcription and AI-generated notes to analyze your customer calls. With Grain’s Aircall integration, every call becomes an opportunity for insight.

For a detailed guide on how to connect Grain with these tools and to make the most out of your integrations, refer to the following articles:

Grain will continue to invest in building integrations for other widely used CRMs and dialer systems.

Note: each integration works at the workspace level, so once you set up the integrations, your new team members won't have to.

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