Upmeet + Salesforce
After every sales call, Upmeet pushes the summary, action items, and call activity directly into Salesforce. Your CRM stays up to date without anyone lifting a finger.
No credit card · Syncs with your calendar · 2-min setup
United StatesUsed by 1M+ professionals worldwide
How the Upmeet + Salesforce Integration Works
Connect Salesforce
Authorize Upmeet to connect to your Salesforce org. Map meeting output to your Salesforce objects and fields.
Run your sales calls
Upmeet joins your Zoom, Teams, or Meet calls via calendar sync. It records, transcribes, and builds a structured summary.
Data synced to Salesforce
After every call, the summary, action items, and activity record are automatically pushed to the right Salesforce record.
What flows between Upmeet and Salesforce
SALESFORCE → UPMEET
Contact & deal context
Relevant Salesforce contact and opportunity data pulled into Upmeet before the call
UPMEET → SALESFORCE
Call summary
Structured AI summary of the call logged to the Salesforce contact or opportunity record
UPMEET → SALESFORCE
Action items
Next steps and tasks created as Salesforce Tasks with owners and due dates
UPMEET → SALESFORCE
Call activity record
Full call activity logged under the correct Salesforce record with date, duration, and participants
Set up in under 5 minutes
Takes less than 5 minutes · No technical skills required
Sign up for Upmeet and connect your calendar
Go to Settings → Integrations → Salesforce and authorize your org
Map Upmeet output fields to your Salesforce objects
Run your next sales call — data syncs to Salesforce automatically
Frequently Asked Questions
Which Salesforce objects does Upmeet write to?
Upmeet can write to Contacts, Leads, Opportunities, Accounts, and Tasks. You configure the mapping in Upmeet settings.
Does it work with Salesforce Essentials?
Upmeet works with Salesforce Professional, Enterprise, and Unlimited editions. Essentials may have API limitations depending on your plan.
How quickly does data appear in Salesforce?
Usually within 2–3 minutes of the meeting ending. Upmeet processes the transcript and pushes data as soon as the summary is generated.
Can I choose which calls sync to Salesforce?
Yes. You can set filters so only meetings with Salesforce contacts, or meetings tagged with specific labels, trigger a sync.
Is the data secure?
All data is processed and stored in Canada. Upmeet is SOC 2 certified and GDPR compliant. Data is transmitted to Salesforce over encrypted connections.