Integrate Salesforce with Otter.ai to automatically sync conversation data with your CRM. Connect meeting insights from Otter.ai to the right Opportunities, Contacts, and Leads in Salesforce, so your team always has up-to-date context. You can choose how to set up the integration:
- Individual connection – any user can connect their own Salesforce account (member)
- Workspace-wide connection – requires an admin to enable for the entire team (admin required)
Integration Overview
Learn more about how Otter syncs a conversation to Salesforce.
When will Otter sync a conversation? Otter will sync eligible conversations to Salesforce
Once connected, Otter.ai will automatically sync conversations to Salesforce when the following conditions are met:
- The conversation is recorded from a calendar event*
- The calendar event includes at least one external guest (someone outside your Otter workspace)
- The corresponding contact exists in Salesforce
*Conversations can be recorded using the Otter Notetaker (recommended) or by manually starting a recording and selecting the associated calendar event.
What is synced to Salesforce? Conversation details synced to Salesforce: name, owner, date, participants, insights, and link
The following Otter conversation elements will be synced to Salesforce to help expedite your post-meeting workflow:
- Otter conversation name is populated in both Otter and Salesforce for easy lookup
- Owner of the conversation
- Date of the meeting
- One-click link back to the Otter conversation
- Participant(s) of the meeting conversation
- Insights of the conversation
Salesforce Setup
Set up Salesforce in Otter.ai to sync conversation data. Admins can enable it for the workspace, or members can connect their own accounts.
🏢 Connect Salesforce to your Otter workspace (admin) Enable a workspace-wide Salesforce integration
Follow the guide below to connect Salesforce to your entire Otter workspace (recommended). Salesforce will be connected to the entire workspace for all members.
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Go to Integrations and click Connect next to Salesforce.
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Sign in to your Salesforce account and review the permissions. Click Allow to connect Otter.
Note: Salesforce UI may change over time. Refer to the pop-up prompts for the most up-to-date information.
- Salesforce is connected. Click Connect for all to connect Salesforce for all users in your workspace.
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Salesforce is connected for all members in the workspace. Admins can manage Salesforce settings anytime in Integrations → Salesforce.
Note: Connecting Salesforce for the entire workspace will prevent users from connecting their own accounts. This option is recommended for admins who want centralized control over the Salesforce integration and settings.
🏢 Manage your Insights and connections (admin) Control how conversations sync, manage insights, and Salesforce settings
Control how conversations sync, manage insights, and Salesforce settings. Now that Salesforce is connected to your workspace, admins can manage Insights and settings for Salesforce.
- Custom Meeting Type Templates: Edit your templates to control what is synced over to Salesforce
- CRM Integration: Sync Insights to Custom Fields
Manage your Otter Salesforce settings.
Plan: Additional Salesforce settings are available on the Otter Enterprise plan. Learn more about Salesforce for Otter Enterprise.
👤 Connect Salesforce to your Otter account (member) Link only your personal Salesforce account to sync your own conversations and meeting data
If Salesforce is not enabled for your workspace, you can connect it to your individual Otter.ai account. Follow the steps below to set up a personal Salesforce integration.
This connection applies only to your account, not the entire workspace. Once connected, only conversations recorded from your calendar events that include external guests will sync to Salesforce.
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Go to Integrations and click Connect next to Salesforce.
- Sign in to your Salesforce account and review the permissions. Click Allow to connect Otter.
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Your Salesforce account is now connected to Otter.ai. Manage your account-level settings in Integrations → Salesforce.
Salesforce features
Learn more about the features available for Salesforce.
Review your synced conversations View synced conversations and insights in Salesforce.
Otter will sync Insights and meeting notes to the appropriate Opportunity, Contact, and Lead in Salesforce. Review synced Otter conversations:
- In Salesforce, open a Contact, Opportunity, or Lead record.
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Under the Activity tab, locate your meeting Task. The Task name matches the Otter conversation name for easy lookup.
Note: A new Task is created when Otter syncs the Insights to Salesforce. -
Click the Task to view the synced meeting details and Insights.
- Begin reviewing the meeting conversation. Learn more about what is synced to Salesforce.
Manually export a sales conversation Export eligible conversations Salesforce manually
Manually exporting a conversation is available on the Otter Enterprise plan. Learn more about manually exporting a conversation.
FAQs
Can I connect Otter.ai to a Salesforce Sandbox environment?
No. Otter.ai does not support Salesforce Sandbox environments at this time. You must connect Otter.ai to your Salesforce production environment.
Why didn’t my meeting conversation sync to Salesforce?
For a meeting conversation to sync from Otter.ai to Salesforce, the meeting must be associated with a calendar event that includes at least one external guest.
Otter.ai uses meeting participants’ email addresses to determine whether a meeting qualifies for syncing. If at least one participant has an email address outside your company’s domain, the meeting is considered eligible to sync to Salesforce. Only eligible calendar-based meetings will automatically sync to Salesforce.
Auto-joined meetings (e.g., “Meetings where I am the host”) — Meetings will be automatically recorded and evaluated to determine whether they are eligible.
Manually joined meetings (e.g., “Meetings I manually select”) — Users must select the associated calendar event when starting a recording to ensure the meeting is evaluated correctly.
How do I sync meetings I manually record to Salesforce?
Users must select the associated calendar event when starting a recording to ensure the meeting is evaluated correctly. Click Record and select the calendar event. Meeting conversations will only sync if they include at least one external calendar guest whose email domain differs from your workspace domain.
Plan: Manually exporting any conversation to Salesforce is available on the Otter Enterprise plan. Learn more about Salesforce for Otter Enterprise.
Can workspace members connect their own accounts?
If a workspace admin has connected Salesforce for the entire workspace, individual members cannot connect their own Salesforce accounts. Contact the workspace admin to make changes to the integration settings.
How can a workspace member connect their own Salesforce account?
If a workspace admin has not connected Salesforce for the entire workspace, individual workspace members can connect their own Salesforce accounts to Otter.ai.
Members can follow the Salesforce setup guide to connect and manage their individual Salesforce integration.
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