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