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Tactiq integration for Salesforce

Learn how to connect Tactiq with Salesforce to share meeting transcripts and streamline CRM updates.

Rielee Velasco avatar
Written by Rielee Velasco
Updated over 10 months ago

Connecting Tactiq with Salesforce helps you automatically share meeting transcripts and key information into your Salesforce workspace. This integration streamlines your workflows by ensuring that all important details are easily accessible within your CRM.

This article guides you through the process of setting up the integration.

How to connect Tactiq with Salesforce

  • Open your Tactiq dashboard and go to Account & Settings and navigate to the Integrations section.

  • Under CRM, find Salesforce and click Connect. On the Tactiq-Salesforce integration page, click Connect with Salesforce.

  • If prompted, log in to your Salesforce account. If you’re already logged in, the connection will proceed automatically.

An image displaying the option to select Salesforce as an integration from the list of available CRM integrations.

Verifying the integration

  • Once connected, you’ll return to the Tactiq-Salesforce integration page, where a Disconnect button will now be visible.

  • In the Integrations section under CRM, Salesforce will be marked as Connected.

An image showing the Tactiq integrations page, where Salesforce is listed under CRM with the status "Connected," confirming the integration is active. Clicking on Salesforce reveals an option to "Disconnect" on the Salesforce integration page.

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