---
title: How to connect Avoma with Salesforce
description: 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.
---

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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.

Connect Avoma with Salesforce to keep your CRM up to date automatically. Sync meeting notes and AI-generated insights with your Salesforce leads, accounts, and opportunities. You do not have to copy and paste updates manually.

This integration helps your team capture important customer details and keep Salesforce accurate and complete.

By integrating Avoma with Salesforce:

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

#### **Prerequisites**

Before you connect Salesforce to Avoma, make sure:

- You must have **Salesforce admin rights** (or permission to authorize external app connections).
- Your Avoma account must include **Recorder licenses**, as CRM sync requires a paid subscription.
- **Enhanced Notes** must be enabled in Salesforce for synced notes to display properly. [Enable Enhanced Notes in Salesforce](https://admin.salesforce.com/blog/2017/pro-tip-boost-note-taking-enhanced-notes-lightning-experience)

### **Steps to connect**

1. [Log into](https://app.avoma.com/login)your Avoma account and navigate to [Settings page.](https://app.avoma.com/settings/crm)
2. Under Settings, go to CRM section and look for Salesforce integration.

![](https://help.avoma.com/hs-fs/hubfs/image%20478%20(2)-png.png?width=670&height=458&name=image%20478%20(2)-png.png)

1. Click on the “**Connect** ” button.  You will now see a permission screen like below.
2. Click **"Allow"** to grant the necessary permissions. 
   
   ![image 479 (4)](https://help.avoma.com/hs-fs/hubfs/Help%20Articles/image%20479%20(4).png?width=250&height=251&name=image%20479%20(4).png)
3. After successful authentication and authorization, Salesforce will show as connected within Avoma.

![](https://help.avoma.com/hs-fs/hubfs/image%20480%20(3)-png.png?width=670&height=468&name=image%20480%20(3)-png.png)

1. Once connected, click on **Configure** to review the settings

#### **Configure your sync settings**

In the **notes \> you** section, choose which Salesforce objects your notes should sync with.  
In **notes \> organization**, manage sync preferences for your entire team.  
In **notes \> members**, check sync settings for all members.

Note: Only notes for non-private meetings sync automatically. To sync private meeting notes, trigger it manually in Avoma.

![](https://help.avoma.com/hs-fs/hubfs/image%20481%20(2)-png.png?width=670&height=363&name=image%20481%20(2)-png.png)

In the **Objects** section , you can map Avoma properties and smart categories to your Salesforce objects. Know more about CRM mapping [here](https://help.avoma.com/mapping-crm-fields?hsLang=en)

### **Everyday Usage**

#### **Automatic syncing**

Avoma matches meeting participants to **leads**, **accounts**, or **opportunities** in Salesforce.

Once synced:

- Notes, transcripts, and insights appear in the **notes** and **activity feed** sections of the related Salesforce records.
- Your team gets clear visibility into meeting outcomes without extra manual steps.

![Meeting notes, insight and ask avoma base frame ✅ (5)](https://help.avoma.com/hs-fs/hubfs/Help%20Articles/Meeting%20notes%2c%20insight%20and%20ask%20avoma%20base%20frame%20%E2%9C%85%20(5).png?width=670&height=429&name=Meeting%20notes%2c%20insight%20and%20ask%20avoma%20base%20frame%20%E2%9C%85%20(5).png)

#### **Manual linking and 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.

**![Meeting notes, insight and ask avoma base frame ✅ (6)](https://help.avoma.com/hs-fs/hubfs/Help%20Articles/Meeting%20notes%2c%20insight%20and%20ask%20avoma%20base%20frame%20%E2%9C%85%20(6).png?width=670&height=429&name=Meeting%20notes%2c%20insight%20and%20ask%20avoma%20base%20frame%20%E2%9C%85%20(6).png)**

#### **Editing synced 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.

### ![Frame 2147224793](https://help.avoma.com/hs-fs/hubfs/Help%20Articles/Frame%202147224793.png?width=670&height=359&name=Frame%202147224793.png) **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](https://admin.salesforce.com/blog/2017/pro-tip-boost-note-taking-enhanced-notes-lightning-experience)

**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.

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