Salesforce

About this 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.

Removing the App

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.