Why connect Salesforce to IronMemo
Auto-Log Activities
Sales calls logged as activities with full transcripts and summaries.
Opportunity Insights
AI extracts deal-relevant signals and links to opportunities.
Coaching Analytics
Talk ratios, question patterns, and engagement metrics per rep.
How to connect
Connect Salesforce
OAuth connection with your Salesforce org.
Configure field mapping
Map meeting data to Salesforce fields and objects.
Auto-sync begins
Every meeting automatically synced to the right records.
What you get
Activity Auto-Logging
Calls, meetings, and follow-ups logged automatically.
Opportunity Association
Meeting notes linked to the right opportunities and accounts.
Custom Objects
Store meeting intelligence in custom Salesforce objects.
Lightning Component
View meeting summaries directly in Salesforce Lightning.
Reports Integration
Meeting data available in Salesforce reports and dashboards.
Bulk Import
Import historical meeting data to enrich existing records.
Your Salesforce data stays secure
Enterprise-grade security. API-only access with configurable permissions. Salesforce Shield compatible.
Learn about our security ->Ready to stop losing what matters in your meetings?
Start for free. No credit card required.
Free plan · No credit card · Setup in 60 seconds