Salesforce + Contio
Send the summary and follow-up tasks from any meeting straight into Salesforce — drafted by Contio, edited by you, logged in a click.
Connect Salesforce + Contio
Your meetings, meet Salesforce
The worst part of a call is the logging that comes after. The moment you're into your next meeting, the momentum's gone. The Salesforce update waits for tonight, or the weekend, or never. So the record goes stale, and the next person to open it has no idea what was actually said.
Contio closes that gap. It turns what gets said into what gets done: Contio captures every meeting and drafts the summary and follow-up tasks for you. Connect Salesforce and that draft lands on the right Account, Contact, Case or Opportunity, ready to review and send. The post-call update that used to eat your evening happens in a click.
Point Contio at the right record.
In the Next Step, pick the Salesforce record type to attach the update to — Account, Contact, Lead, Opportunity, or Case — then select the specific record. Contio logs the activity right there, so it lands exactly where it belongs.
How the Salesforce integration works
Get Connected
In Contio, open Settings → Integrations → Salesforce and connect your org to get started.
Select the type
In the Next Step, pick the Salesforce record type, then select the specific record to log the activity to.
Log it in a click
Contio drafts the activity after every meeting. Edit it, then send to Salesforce in a click.
Available on eligible plans. Terms apply.
Your Salesforce data stays secure
We take your data seriously. No bot joins your calls, and nothing is recorded. Contio does 100% of its AI processing in our secure private cloud, and your meeting data is never used to train AI models. See our Privacy Policy for exactly what we collect, how it's used and stored, and how to request access or deletion.
Plans and Availability
The Salesforce integration is available on the Pro, Elite and Enterprise plans.
See Pricing for more information.
Your pipeline, finally current.
Connect Salesforce + Contio in minutes. Log the summary and follow-ups to the right record, straight from the meeting.