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How to connect Avoma with Salesforce

Leverage Avoma's integration with Salesforce to seamlessly sync your meetings and calls with Salesforce records. Update CRM data directly in Avoma for seamless sync with Salesforce. 

Set up Avoma’s Salesforce integration to automatically sync meeting notes, transcripts, and AI-generated insights with your Leads, Accounts, and Opportunities. This helps your team capture critical customer details in Salesforce without manual data entry, keeping your CRM accurate and up to date.

By integrating Avoma with Salesforce:

  • Notes, transcripts, and insights from recorded meetings sync automatically to related Salesforce records.
  • Admins can manage this connection centrally — users don’t need to manually copy notes into Salesforce.
  • The integration streamlines CRM updates and improves visibility into customer interactions.

Prerequisites

Before you connect Salesforce to Avoma, make sure:

  • You have Salesforce admin rights (or permission to authorize external app connections).
  • You hold Avoma admin privileges for the Avoma account you’re connecting to Salesforce

Steps to connect

  • Log into your Avoma account and navigate to Settings page.
  • Under Settings, go to CRM section and look for Salesforce integration. 

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  • Click on the “Connect ” button.  You will now see a permission screen like below.
  • Click "Allow" to grant the necessary permissions. 

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  • After successful authentication and authorization, Salesforce will show as connected within Avoma.
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  • Once connected, click on Configure to review the settings
  • In the Notes > You section, review your settings to determine which Salesforce objects your notes will sync with. In Notes > Organization, you can manage these sync preferences for the entire organization. The Notes > Members tab provides an overview of these settings for all members in your organization.

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  • Only notes for non-private meetings are auto-synced. For private meetings, you’ll need to manually trigger sync from Avoma.

    • In the Objects section , you can map Avoma properties and smart categories to your Salesforce objects. Know more about CRM mapping here 
     

    Everyday Usage

    Automatic Syncing

    Avoma automatically matches meeting participants to Leads, Accounts, or Opportunities in Salesforce.



    Once synced:

    • Notes, transcripts, and insights appear under the Notes and Activity Feed sections of the associated records.
    • Your team gets quick visibility into key meeting outcomes without manual data entry.

    Manual Linking & Syncing

    If Avoma can’t auto-associate a meeting:

    • Use the No Associations icon to manually link the meeting to the correct Salesforce record.
    • Click Sync in the Notes section to push updates at any time.
    • Open related Salesforce records directly from Avoma using the Salesforce icon next to the meeting.


    Editing Notes

    • Edits made in Avoma will automatically sync to Salesforce objects, keeping your CRM records updated.
    • Edits made directly in Salesforce will not sync back to Avoma. To maintain consistency, we recommend making updates in Avoma first.


    Enhanced Notes
    To ensure synced notes display correctly :

    • Enable Enhanced Notes in your Salesforce org.
    • Make Enhanced Notes available for Leads, Accounts, and Opportunities. Please check this article to learn how to enable Enhanced Notes

    How to disconnect the integration
    In order to disconnect the Salesforce integration, please reach out to Avoma support. After disconnecting, meeting notes will no longer sync to Salesforce. Members would need to enter notes manually if needed.

    Need Help?
    For assistance, contact us at help@avoma.com — we’re happy to help!