Did you know that SDRs only spend 40-60% of their time selling? Well, up until now! tl;dv summarizes your meeting insights from Google Meet, Zoom, and Microsoft Teams and syncs them directly with your Salesforce CRM records, straight under your customers or prospects account.
Use our default AI Meeting Template for Sales or Customer Success and send the structured meeting summaries directly to Salesforce. Without lifting a finger. Sit back while your colleagues catch up on an account in minutes with our AI summaries directly within Salesforce. Even better, every moment is timestamped and links to the moment in the recording for full context and additional cues.
On the tl;dv side menu, click on the integrations tab
Select from our featured templates or create your own custom workflows.
Off you go! Sit back and relax, your data will flow seamlessly between apps.
