Meeting Copilot is available for Meeting Copilot, Mixmax Suite, and Mixmax for Teams. Visit our pricing page for more information.
Notes in Salesforce
How to configure Meeting Copilot notes to sync to Salesforce
Mixmax workspace administrators can set up users' meeting summaries to sync with Salesforce in the 'Admin center.'
In the Admin Center, select the user's role, and then click on the Salesforce tab. Under the section "Log these activities to Salesforce," check the box next to "Meeting Copilot Notes."
If you aren't assigned a Role, or your Role lets you manage your own Salesforce settings, you can turn Meeting Copilot Notes syncing on or off in the 'CRMs & Live Feed' section of the Settings page. If you don't see the option there, a workspace admin manages it for your Role.
When you enable the setting to sync meeting summaries with Salesforce, users will be notified that their meeting notes are syncing to Salesforce.
How to sync full meeting transcripts to Salesforce
By default, Mixmax syncs the meeting summary. Workspace admins can also sync the full meeting transcript for everyone in the workspace.
To turn it on, go to the Meeting Copilot section of the Admin Center and switch Sync meeting transcripts to CRM to On.
The transcript syncs alongside the meeting summary, as a separate note.
To learn about the other settings on this page, see Enable/disable Meeting Copilot at the workspace level.
How Mixmax syncs meeting notes to Salesforce
After a meeting concludes, Mixmax will sync the meeting notes to a Salesforce note under the Account record. You'll find it in the Account's Notes & Attachments, titled with the meeting's title.
If the meeting's participants belong to more than one Account, Mixmax creates a note under each Account.
The note will include the information collected by the Mixmax Copilot during the call.
If full transcript syncing is on, the transcript syncs as its own note under the same Account, separate from the summary note.
Notes in HubSpot
How to configure Meeting Copilot notes to sync to HubSpot
To sync Meeting Copilot notes with HubSpot, ensure your Mixmax account is connected to HubSpot by following the steps provided here.
How Mixmax syncs meeting notes to HubSpot
After a meeting concludes, Mixmax syncs the meeting notes to a HubSpot note under the Contact record for each external participant who matches a HubSpot contact. Depending on your HubSpot association settings, the note can also appear on the Company and Deal records associated with that Contact.
The note will include the details collected by the Mixmax Copilot during the call.
FAQ
Why do I only see meeting summaries in Salesforce, not full transcripts?
Transcript syncing is off by default. A workspace admin needs to turn on Sync meeting transcripts to CRM in the Meeting Copilot section of the Admin Center. See "How to sync full meeting transcripts to Salesforce" above.
Where do I find a meeting's summary and transcript in Salesforce?
Open the Account and go to Notes & Attachments. The summary and the transcript are separate notes there. They aren't attached to the meeting's Event in the activity timeline.
Do meeting notes sync to Lead or Contact records?
No. Meeting Copilot activity doesn't sync directly to Lead or Contact record activities in Salesforce. It's only logged as a note under the Account.
What if I'm connected to both Salesforce and HubSpot?
Mixmax prioritizes Salesforce and syncs your meeting notes there.
Why didn't my meeting notes sync to Salesforce?
Check that:
Meeting Copilot Notes is turned on for your Role, or in your CRMs & Live Feed settings.
The meeting's participants include a Salesforce Contact that's linked to an Account.
Your Salesforce user has permission to create Notes.
Your Salesforce org hasn't reached its API limits. See How to check Salesforce API limits.