IntegrationsSalesforce

Salesforce Integration

Meeton ai automatically creates and enriches Salesforce leads and contacts the moment an AI conversation ends. Capture name, company, role, and intent data — all written to Salesforce before your rep even looks at the pipeline.

How to install
  1. 1
    Log into your Meeton ai account at app.dynameet.ai.
  2. 2
    Navigate to Settings → Integrations.
  3. 3
    Click Connect next to the Salesforce logo and authorize with your Salesforce credentials.
  4. 4
    Map the Meeton ai fields to your Salesforce object fields and click Save.
How to uninstall
  1. 1
    Log into your Meeton ai account at app.dynameet.ai.
  2. 2
    Navigate to Settings → Integrations.
  3. 3
    Click Disconnect next to the Salesforce logo.
  4. 4
    Confirm the disconnection. Lead and contact syncing will stop immediately.