Integrate your Salesforce CRM
About the Integration:
Integrated Zipteams with your Salesforce CRM, a powerful combination that streamlines your sales process and eliminates the need for manual data entry. With this integration, your sales team can easily capture meeting details and recordings, which are automatically synced to the Salesforce CRM in real-time. This all-in-one solution allows you to focus on closing deals, while Zipteams takes care of the rest. Setting up this integration is easy, follow these simple steps and you’ll be up and running in no time.
Requirements:
- Account on Zipteams
- Account on Salesforce CRM
Connecting Salesforce CRM to Zipteams
1. Log into your Zipteams Dashboard
2. Click on your ‘Profile’ icon
3. Click on Integrations to expand CRM options. Click on Connect below the HubSpot logo.
4. A pop-up will open, click on connect
5. Choose the HubSpot CRM account you want to integrate/sync with Zipteams and then click ‘Connect’.
6. Click on ‘Connect’ and your integration is complete!
Integration Features Include:
Feature: Effortlessly capture and share meeting notes directly to your HubSpot CRM with Zipteams
Feature: Ensure all important information is captured and organized. Easily close your meeting by syncing all your details and summary to your HubSpot CRM.
Feature: All data gets sent and stored to your HubSpot CRM making it easy to overview a lead activity across all teams
Feature: Easily verify that your information is up-to-date and accurate by checking for the sync check tick on your Zipteams dashboard post-HubSpot CRM sync completion.
Feature: The Change Status option in Zipteams’ dashboard allows for seamless updates to be made on both the HubSpot CRM and the Zipteams platform. Once a sync is completed, all changes are reflected in real-time across both systems, ensuring that all data is accurate and up-to-date.
