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.
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Reinhard K.
Vertriebsleiter
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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 such as Salesforce, HubSpot, Dynamics 365 and many more.
How does Sally AI add meeting notes to my CRM?
Sally assigns appointments to the respective customer accounts and automatically synchronizes the AI-generated notes to the correct accounts.
Can Sally AI recognize existing contacts in CRM?
Yes, Sally recognizes existing contacts and automatically assigns meeting data.
Can I add new contacts directly to my CRM using Sally AI?
Yes, Sally can create new contacts and add relevant data.
Does Sally AI help track tasks in CRM?
Yes, Sally automatically creates tasks and follow-ups based on meeting notes.
How does Sally ensure GDPR-compliant use in CRM?
All data is transmitted in encrypted form and only the necessary information is stored. You can find more information about data protection here:
Can Sally AI integrate multiple CRM systems at the same time?
Yes, you can integrate multiple systems if your company uses different CRMs.
What do I do if a desired integration is not available?
Tell us about your desired integration! We will review the possibility of an implementation together. Just make an appointment with our team of experts and let us know your ideas.
More integrations
Sally connects to over 5,000 tools — discover more workflow options
