You can sync meeting analysis results generated by Meeting AI with Salesforce or HubSpot. When enabled, the results are automatically added to the related event or meeting record in your CRM after the meeting.
Information synced to your CRM
The following Meeting AI results are included in the sync.
Information | Salesforce | HubSpot |
Summary | Synced | Synced |
Meeting minutes | Synced | Synced |
Jicoo analysis page URL | Synced | Synced |
Full transcript | Not synced | Not synced |
Speaker analytics and speaking metrics | Not synced | Not synced |
Custom scores and other analysis results | Not synced | Not synced |
Markdown formatting in summaries and meeting minutes is converted to readable text before it is sent to your CRM.
Syncing with Salesforce
For Salesforce, the following information is added to the description field of the Event associated with the booking:
Booking details
Meeting AI summary
Meeting AI minutes
Jicoo analysis page URL
The Event description is updated with the latest booking and meeting analysis content.
To sync results to Salesforce, Event export must be enabled for the relevant scheduling page, and a corresponding Salesforce Event must already exist for the booking.
Syncing with HubSpot
For HubSpot, the following information is added to the internal meeting notes of the Meeting associated with the booking:
Meeting AI summary
Meeting AI minutes
Jicoo analysis page URL
To sync results to HubSpot, a HubSpot account must be connected and HubSpot integration must be enabled for the team or relevant scheduling page. A corresponding HubSpot Meeting must also exist and be associated with the booking.
When results are synced
The sync runs after Meeting AI has successfully generated the meeting minutes.
If you regenerate meeting minutes later from Jicoo, the updated results are not automatically synced to Salesforce or HubSpot at this time.
When results are not synced
Meeting analysis results will not be synced in the following cases:
The CRM integration is not connected or is disabled.
CRM event export is not enabled for the relevant scheduling page.
No corresponding Salesforce Event or HubSpot Meeting exists for the booking.
The CRM authorization has expired or is invalid.
If syncing does not work as expected, please check your CRM integration settings and account connection.