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Integrating Rumi with Salesforce allows you to seamlessly link your CRM data with your Rumi calls, ensuring that all information is synchronized efficiently. This article provides a step-by-step guide on how to connect Rumi with Salesforce.
Prerequisites
- You must have a Rumi for Sales or Rumi Premium membership.
- Access to the integration is currently limited to select customers. Contact support at [email protected] to request access.
Steps to Connect Rumi with Salesforce
- Request Access: Ensure that you have requested access to the Salesforce integration feature. This is currently available only to select clients.
- Navigate to Integrations Page:
- Log into your Rumi dashboard.
- Go to the Integrations page.
- Connect to Salesforce:
- Locate the Salesforce option under the CRM section.
- Click on "Connect" next to Salesforce.
- You will be prompted to log in to your Salesforce account. Once logged in, authorize Rumi to access your Salesforce data.
- Verify Connection:
- After connecting, you should see Salesforce listed among your active connections.
- Link Salesforce Records to Meetings:
- Before starting a meeting, you can link Salesforce records such as opportunities, accounts, or leads.
- Enter the name of the record you wish to connect. Rumi allows connections to opportunities, accounts, and leads.
- During the Meeting:
- Once the meeting starts, a Salesforce tab will appear in the sidebar of your Rumi interface.
- You can view details related to contacts and other relevant information pulled from Salesforce.
- After the Meeting:
- Rumi logs notes and data from the call directly into Salesforce.
- You can view the recorded events in Salesforce for further review.
Additional Features
- Smart Connections: Upcoming features will enable automatic suggestions for connections based on meeting participants.
- Post-Meeting Updates: If you forget to connect records before or during the call, you can still do so after the meeting concludes.
Support
For any questions or assistance, reach out to support at [email protected]. We are continually adding functionalities to enhance the integration experience.
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