Integration · Salesforce

AI note taker for Salesforce: every call on the Opportunity

Lynkk records the call and logs the summary, next steps and Tasks on the Salesforce Opportunity. Our sales team sets it up with you.

Contact sales Start for free

Salesforce · Opportunities

Opportunity

Orvell renewal

$48,000

Negotiation/Review

Account: Orvell
Contact: Dana Ruiz
Owner: Maya Chen
Close date: Fri 30 Oct

Activity

Logged a call · LynkkTue 13 Oct · 11:48

Orvell renewalZoom45 min

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Next steps Order form to Dana by Fri 16 Oct. Security review booked for Wed 21 Oct.

Play the call

Tasks · 3

Send Dana the updated order formMayaFri 16 Oct
Set up the two-team pilot workspaceDevMon 19 Oct
Book the security review with Orvell ITMayaWed 21 Oct

app.lynkk.ai

NotesReady

Orvell renewal

ZoomTue 13 Oct45 min

Summary

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Action items

Send Dana the updated order formMayaFri 16 Oct12:40
Set up the two-team pilot workspaceDevMon 19 Oct21:05
Book the security review with Orvell ITMayaWed 21 Oct33:18

Salesforce · Orvell renewal

Before and after

A Salesforce Opportunity, before, during and after the call.

Maya Chen has the Orvell renewal at 11:00. The Opportunity is in Salesforce.

0110:55Before the call

Her calendar sends the notetaker.

It joins every meeting with a Zoom, Meet or Teams link.

Home · Today's meetings

0211:00On the call

Maya sells. Lynkk takes the notes.

Dana asks for a pilot and a security review. Nobody types.

Zoom · Maya's Notetaker in the call

0311:47After the call

The note is written, and the summary is in her inbox.

Every timestamp plays the call from that moment.

app.lynkk.ai

NotesReady

Orvell renewal

ZoomTue 13 Oct45 min

Summary

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Action items

Send Dana the updated order formMayaFri 16 Oct12:40
Set up the two-team pilot workspaceDevMon 19 Oct21:05
Book the security review with Orvell ITMayaWed 21 Oct33:18

LynkkTo: Maya Chen11:47

Meeting summary

Orvell renewal

Send Dana the updated order form
Set up the two-team pilot workspace
Book the security review with Orvell IT

Open the note

Summary emailed to you.

Orvell renewal · Ready

0411:48In Salesforce

The call is logged on the Orvell Opportunity.

The summary and next steps go in Activity, with three Tasks for Maya and Dev.

Salesforce · Opportunities

Opportunity

Orvell renewal

$48,000

Negotiation/Review

Account: Orvell
Contact: Dana Ruiz
Owner: Maya Chen
Close date: Fri 30 Oct

Activity

Logged a call · LynkkTue 13 Oct · 11:48

Orvell renewalZoom45 min

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Next steps Order form to Dana by Fri 16 Oct. Security review booked for Wed 21 Oct.

Play the call

Tasks · 3

Send Dana the updated order formMayaFri 16 Oct
Set up the two-team pilot workspaceDevMon 19 Oct
Book the security review with Orvell ITMayaWed 21 Oct

Logged on the Orvell Opportunity in Salesforce.

Salesforce · Orvell renewal Opportunity

05Thu 09:15Two days laterPro

Ask across every call with Orvell.

The answer comes from her own notes, with the minute behind it.

Ask Lynkk · with sources

Setup

Set up Lynkk for Salesforce with our team.

Email sales

One short call, and your calls start landing where your team works.

Email sales.
We connect Salesforce with you on a short call.
Pick which calls log and where.
Every call lands on the Opportunity.

Questions

Questions about Lynkk and Salesforce

What does Lynkk log in Salesforce?

A logged call in the Opportunity's Activity, with the summary and next steps, and each action item as a Task. It links back to the recording, so anyone on the Account can play the moment.

Which Opportunity does a call go to?

Lynkk matches the emails on the invite to Contacts, then picks the open Opportunity on their Account. We set the matching rules with you when we connect Salesforce.

Can I choose which calls go to Salesforce?

Yes. We set it up with you: customer calls only, certain teams or certain record types. Internal meetings stay out of Salesforce.

How do I get Lynkk for Salesforce?

Email sales. We connect Salesforce with you on a short call, with your admin if you like, and set which calls log and where.

How much does Lynkk for Salesforce cost?

Pricing is set with our sales team for your org. Recording, notes and the meeting bot work as they do on any Lynkk plan.

Explore more

AI note taker for Salesforce: every call on the Opportunity

A Salesforce Opportunity, before, during and after the call.

Her calendar sends the notetaker.

Maya sells. Lynkk takes the notes.

The note is written, and the summary is in her inbox.

The call is logged on the Orvell Opportunity.

Ask across every call with Orvell.

Set up Lynkk for Salesforce with our team.

Questions about Lynkk and Salesforce

More integrations.

Related guides

Every Opportunity, with its calls on it.