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.

Steps to Connect Rumi with Salesforce

1. Navigate to Integrations Page:
   • Log into your Rumi dashboard.
   • Go to the Integrations page.
2. 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.
   • Your SFDC admin may need to approve access or whitelist Rumi depending on your SFDC setup.

1. Verify Connection:
   • After connecting, you should see Salesforce listed among your active integrations via the Rumi dashboard.
2. Link Salesforce Records to Meetings:
   • After 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. As you type, Rumi will display potential matches within your Salesforce database.
   • Rumi logs a summary and link to the recording directly into Salesforce as an Event Type.
   • Rumi can also push data into other fields - both standard and custom fields such as Next Steps - upon request.
   • You can view the recording, the full meeting summary and ask questions about this meeting or any other meeting within the Rumi interface.

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Support

For any questions or assistance, reach out to support through your Customer Success Manager or [email protected]. We are continually adding functionalities to enhance the integration experience.

Conclusion

By following these steps, you can easily integrate Rumi with Salesforce, ensuring your CRM data is effectively synchronized with your calls. This integration will help streamline your workflow and provide easy access to essential data during and after your meetings.

Feel free to reach out to Rumi support for further assistance or inquiries about additional features.

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