What it does: Automatically logs your Rumi meetings to Salesforce — no manual work needed.
How to Get It
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Contact your Customer Success rep to enable automatic binding for your account.
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What Happens
- You have a meeting
- Rumi generates your summary
- Meeting automatically appears as an Event on the matching Opportunity, Account, or Lead in Salesforce
That's it. ✨
Good to Know
- Works by email — Rumi matches participant emails to your Salesforce Contacts
- Picks the best match — If there are multiple Opportunities, Rumi chooses the most recently updated one
- Team calls handled — If multiple teammates are on the same call, only one Event is created (no duplicates)
- Wrong record? — You can always unbind and manually select a different one
Not Working?
| Problem |
Why |
| Meeting wasn't linked |
Participant emails don't match any Contacts in Salesforce |
| Wrong record selected |
You have multiple — Rumi picked the most recently modified |
Questions? Reach out to Customer Success