Salesforce Integration

Sync meeting notes with your Salesforce records.

Coming Soon

The Salesforce integration is currently in development. We're working on bringing seamless CRM integration to Amie for Salesforce users.

Planned Features

  • Contact sync — See Salesforce contact details before meetings
  • Account context — View company information and history
  • Opportunity tracking — Know deal status when meeting with prospects
  • Meeting note sync — Push transcripts and summaries to Salesforce records
  • Activity logging — Automatically log meetings as activities

Available CRM Integrations

While Salesforce is in development, Amie integrates with these CRM platforms:

Attio

Full integration available now:

  • Contact and company sync
  • Deal status visibility
  • Meeting context cards
  • Note sync to records

Set up Attio integration →

HubSpot

Connect your HubSpot CRM to:

  • View contact properties
  • See deal pipelines
  • Push meeting notes
  • Log activities automatically

Pipedrive

Integrate Pipedrive for:

  • Contact information
  • Deal tracking
  • Note synchronization

Request Access

Want to be notified when Salesforce integration launches?

  1. Go to Settings → Integrations
  2. Find Salesforce in the integration list
  3. Click Request Access
  4. You'll be notified when it's available

Enterprise Features

For enterprise customers with specific Salesforce requirements:

  • Custom field mapping
  • Workflow automation
  • SSO integration
  • Dedicated implementation support

Contact our sales team to discuss your needs.

Next Steps