Otter Salesforce for Enterprise – Help Center

Salesforce Integration with Otter.ai

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.

Salesforce integration is available across supported Otter plans, while Enterprise plans include additional advanced Salesforce capabilities.

Set up Salesforce

Follow the steps in our Otter.ai <> Salesforce Integration Guide to install and connect Salesforce and to learn more about the integration’s features and setup.

🏢 Manage your Insights and connections (admin)

Note: Only admins can manage Insights and connection settings. Salesforce must be connected to the entire workspace.

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. Learn more about syncing Insights to Custom Fields and managing your Salesforce connection.

Manage your Otter Salesforce settings. Automatically sync insights to Salesforce, or manually export a sales conversation at any time.

Manage Salesforce settings (admin)

Manage these settings at any time in Integrations > Salesforce > Manage.

Edit your templates to control what is synced over to Salesforce.

Manage Salesforce settings (members)

Your Salesforce account is now connected to Otter.ai. Click Manage to update your Salesforce connection settings.
Manage your settings and click Confirm.
- Exports to Salesforce: Choose whether conversations are synced automatically or manually after a meeting ends.
- Task export to contacts: Automatically push insights to Salesforce if a matching contact is found.
- Salesforce-enriched Otter Chat: Get quick answers using AI Chat powered by your Salesforce data.

Manually export a sales conversation

Learn more about manually exporting a conversation.