Read AI + Salesforce + Looping by Zapier + Filter by Zapier
Update Salesforce contacts from new Read AI meeting participants
This integration automatically updates a Salesforce contact for every individual in your Read meetings, enabling you to effectively manage your relationships without getting bogged down in admin work. The Zap runs whenever a new meeting is held, automatically creating contacts to keep your customer database complete and up-to-date.
This integration automatically updates a Salesforce contact for every individual in your Read meetings, enabling you to effectively manage your relationships without getting bogged down in admin work. The Zap runs whenever a new meeting is held, automatically creating contacts to keep your customer database complete and up-to-date.
- When this happens...New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
- automatically do this...Create Loop From Line Items
Creates a new Loop from line item(s). This is an advanced action!
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Update Contact
Updates an existing contact in Salesforce.
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New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
Try ItHelp Warning
Loop iteration counter start
Loop iteration counter end
Loop iteration counter increment amount
Maximum number of Loop iterations
Only continue if...Required
History ObjectRequired
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Help Warning
Values to LoopRequired
Trim Whitespace
Loop iteration counter start
Maximum number of Loop iterations
Help Warning
Values to LoopRequired
Text Delimiter
Trim Whitespace
Loop iteration counter start
Maximum number of Loop iterations
New Contact
Triggers when a new Contact is created.
Try ItNew Lead
Triggers when a new Lead is created.
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