Connect Bluedot with Salesforce to automatically enrich your contacts' deal records with meeting links and AI-powered notes.
With this integration, your sales meetings are seamlessly synced to the right contacts, companies, and deals in Salesforce - keeping everything up to date and giving your team clearer insight into pipeline activity.
To connect Bluedot with Salesforce, make sure that:
Your Google Calendar is connected, as well, otherwise the integration will not work:
The calendar is integrated straight from the Integrations-tab, as seen above.
You are using Bluedot on the Business plan:
Step 1: Go to Integrations page on Bluedot > click on Salesforce:
Step 2: Login to your Salesforce account and allow Bluedot access:
Important: the email you used to sign up for Salesforce must be the same as the one used in Bluedot.
Step 3: Go to your meeting recording.
Step 4: Press the Sync to Salesforce button.
This will take you to your Salesforce account, where Salesforce will recognize the meeting attendee as a contact, and automatically log the call.
Your Bluedot notes will be shown automatically in the Task-tab, together with the recording-link.
FAQ
Can I create a new contact if the attendee is not within my contacts in Hubspot?
Yes. You will just be asked to create a record, upon clicking on the Sync to Salesforce-button.
