Sally connection to CRM systems
Complete sales documentation thanks to CRM connection
Sales calls are automatically recorded, summarized precisely and seamlessly integrated into your CRM. In this way, your sales documentation always remains complete, consistent and centrally accessible — without the risk of human error.
Try it nowTry it now
Reinhard K.
Vertriebsleiter
.png){kind=logo}
All meeting notes automatically into your CRM system
Automatic and error-free CRM documentation
Manually entering notes into your CRM is a thing of the past. With Sally, every conversation is automatically recorded and converted into precise summaries. These summaries end up directly in your CRM without any additional effort on your part. As a result, sales documentation is never a stressful task again and yet always remains up to date and error-free.
Centralized data for a better overview
Thanks to the CRM connection, all interactions are stored directly in the system, which enables central access to all relevant customer information. You can immediately see which conversations took place, what was discussed and what next steps are planned. This transparency not only makes it easier to follow up on leads, but also ensures efficient management of the entire sales team.
Seamlessly integrate Sally with all the most used CRM systems
Hubspot
Sally creates AI notes from sales calls and adds them directly to your leads and customers.
Dynamics 365
Have the automatically created appointment notes synchronized directly into the appropriate customer account in Dynamics 365.
salesforce
Automatically sync meeting logs and actions to relevant customer accounts in Salesforce.
Pipedrive
Automatically incorporate conversation summaries into your sales pipelines.
Zoho
Automate the synchronization of meeting notes and tasks directly to your customer profiles in Zoho CRM.
Monday.com
Let Sally incorporate meeting minutes and tasks directly into your Monday.com workflows to efficiently manage projects.
Do you need assistance with integration?
Our interface specialists will be happy to assist you with this. Just make an appointment and explain your desired workflows to us.
Frequently asked questions
Which CRM systems does Sally AI support?
Sally is compatible with the most popular CRM systems like Salesforce, HubSpot, Dynamics 365, and many more.
How does Sally AI add meeting notes to my CRM?
Sally assigns meetings to the respective customer accounts and automatically syncs the AI-generated notes into the correct accounts.
Can Sally AI recognize existing contacts in the CRM?
Yes, Sally recognizes existing contacts and automatically links the meeting data.
Can I add contacts from Sally directly into my CRM?
Yes, Sally can create new contacts and add relevant data.
Does Sally AI help with task tracking in the CRM?
Yes, Sally automatically creates tasks and follow-ups based on the meeting notes.
How does Sally ensure GDPR-compliant use in the CRM?
All data is transmitted securely, and only the necessary information is stored. More information about data protection can be found here:
Can I integrate multiple CRM systems at the same time?
Yes, you can integrate multiple systems if your company uses different CRMs.
What if a desired integration isn’t available?
Let us know your desired integration! We’ll review the possibility of implementation together. Simply schedule an appointment with our expert team and share your ideas.
More integrations
Sally connects to over 5,000 tools — discover more workflow options
