Syncing Salesforce and Chorus
Now that you've reviewed the Salesforce integration checklist, let's get started by quick syncing Salesforce with Chorus. If you are a Salesforce Admin, you can one-click sync Chorus to connect to your Salesforce instance. This will help your team easily leverage their Salesforce data to find recorded meetings in Chorus, and by syncing Chorus and Salesforce, Chorus will automatically:
- Sync any of your team's conversations with the appropriate Account, Opportunity and Contact in Salesforce. This will also allow you to sort calls in Chorus by any relevant Account / Opportunity data, such as:
- Account Name
- Opportunity Name
- Opportunity Stage
- Opportunity Size
- Close Date
- Automatically push a completed Salesforce task containing a link to the call you just had as well as a list of such as attendees, topics discussed, and next steps.
Sync Salesforce and Chorus
- This step requires your Chorus Admin(s) to log into Chorus and connect Chorus to your Salesforce instance by going to https://chorus.ai/settings/integrations
- Next to Salesforce, click “Enable” and sign into with your Salesforce credentials.
Pro Tip: We advise having a member of your Ops team or a dedicated Integration User connect your Chorus instance with Salesforce.
Now that Salesforce is connected, we will automatically turn on the Salesforce task creation feature. Click here to learn more about automatic task creation.
All done Syncing Salesforce? Proceed to the next step: