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Automatically sync meeting recordings, transcripts and highlights to Salesforce

meeting notes that appear in salesforce opportunities tab

Integrating MeetGeek with Salesforce helps your sales team move faster, automate data entry, seamlessly collaborate on deals, improve customer relationships, and ultimately win more deals.


✅ Capture essential details of your calls with prospects directly in Salesforce automatically.
✅ Sync your sales meetings with relevant Salesforce records and opportunities, reducing manual entry.
✅ Automatically create a new deal with meeting minutes in the CRM if the contact doesn't already exist.
✅ Push conversation data into Salesforce CRM to share visibility into pipeline activity with CS and Marketing teams.
✅ Coach your sales reps with recordings and conversation intelligence, without ever joining their calls.

By leveraging these benefits, organizations can enhance sales, customer service, and overall business operations, leading to improved efficiency and customer satisfaction.

Salesforce + MeetGeek quick-start guide →

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How to record Zoom meeting if you're not a host?

MeetGeek doesn't replace Zoom; it works alongside the video conference platform. Watch our video to see how you can record a Zoom meeting even if you're not the host.

Integrate Notion with MeetGeek AI Meeting Assistant

Unlock true meeting notes automation by integrating Notion with MeetGeek and up-level your productivity. See how to use these tools to keep your meeting documentation organized and actionable.

How it works?

Better together: MeetGeek + Salesforce automation

Connect Salesforce

Connect your Salesforce account to MeetGeek using our 1-click integration.

Run meeting

Run your sales meeting on Zoom, Google Meet, or Microsoft Teams with MeetGeek Notetaker.

Push call notes to Salesforce

Log automated transcription and customer insights into your CRM - a few minutes after the call ends.

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Your data, our priority

Enterprise-level data security for every user.

256-bit AES and 256-bit SSL/TLS encryption

Security logging, uptime monitoring, and system availability metrics

Coding practices based on the OWASP Top Ten

Penetration tests by security experts

Regular impact assessments

SOC 2 Type II

Service Organization Control Report

Business Associate Agreement

Business Associate Agreement for HIPAA Compliance


General Data Protection Regulation

CCPA compliant

California Consumer Privacy Act


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screenshot of two people meeting online and record their conversation with AI assistant