Read AI + Salesforce + Looping by Zapier + Filter by Zapier

Update Salesforce contacts from new Read AI meeting participants

This integration automatically updates a Salesforce contact for every individual in your Read meetings, enabling you to effectively manage your relationships without getting bogged down in admin work. The Zap runs whenever a new meeting is held, automatically creating contacts to keep your customer database complete and up-to-date.

This integration automatically updates a Salesforce contact for every individual in your Read meetings, enabling you to effectively manage your relationships without getting bogged down in admin work. The Zap runs whenever a new meeting is held, automatically creating contacts to keep your customer database complete and up-to-date.

  1. When this happens...
    Read AIRead AI
    New Meeting Notes

    Triggers when notes (summary, action items, etc) are available for a new meeting.

    TriggerInstant
  2. automatically do this...
    Looping by ZapierLooping by Zapier
    Create Loop From Line Items

    Creates a new Loop from line item(s). This is an advanced action!

    ActionWrite
  3. then do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  4. then do this!
    SalesforceSalesforce
    Update Contact

    Updates an existing contact in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Read AI triggers, actions, and search

    New Meeting Notes

    Triggers when notes (summary, action items, etc) are available for a new meeting.

    Trigger
    Instant
    Try It
    • Help Warning

    • Loop iteration counter start

    • Loop iteration counter end

    • Loop iteration counter increment amount

    • Maximum number of Loop iterations

    Action
    Write
    • Only continue if...Required

    Action
    Filter
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Help Warning

    • Values to LoopRequired

    • Trim Whitespace

    • Loop iteration counter start

    • Maximum number of Loop iterations

    Action
    Write
    • Help Warning

    • Values to LoopRequired

    • Text Delimiter

    • Trim Whitespace

    • Loop iteration counter start

    • Maximum number of Loop iterations

    Action
    Write
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
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read-ai logo

About Read AI

Read AI makes meetings more effective and efficient with AI generated summaries, highlights, transcripts, and video playback for Zoom, Google Meet, and Teams.
Learn more

Related categories

  • AI Tools
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
looping logo
looping logo

About Looping by Zapier

Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.
Learn more

Related categories

  • Developer Tools
  • Zapier
filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn more

Related categories

  • Developer Tools
  • Zapier