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Connect Jamie to Salesforce to log meeting notes as Notes on Leads, Contacts, Opportunities, and Accounts.
Salesforce integration requires a Pro, Team, or Enterprise plan.

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Admin Setup (One-Time)

A Salesforce admin must complete this setup before users can connect:
  1. Go to Settings → Integrations → Salesforce and click Connect Salesforce
  2. Log in with an admin account and click Allow
  3. In Salesforce, go to Setup → Apps → Connected Apps → Manage Connected Apps
  4. Find Jamie and click Install
  5. Click Edit Policies
  6. Under Permitted Users, select All users may self-authorize
  7. Click Save
Your Salesforce org must have the Notes feature enabled. Verify at Setup → Feature Settings → Sales → Notes Settings.

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User Setup

After admin setup, each user can connect:
  1. Go to Settings → Integrations → Salesforce
  2. Click Connect Salesforce
  3. Log in with your Salesforce account and click Allow

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Sending Meetings to Salesforce

Integrations Card
  1. Open a meeting in Jamie
  2. Click the Share button
  3. Select Send to Salesforce
  4. Search for a Lead, Contact, Opportunity, or Account
  5. Click Send
Your meeting notes appear in the Notes section of the selected record.
If you don’t see the Notes section on a record, ask your admin to add it via Setup → User Interface → Lightning App Builder.

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Settings

Salesforce Settings Configure what content to include:
OptionDescription
SummaryMeeting notes with executive summary
TranscriptFull transcript
TasksAction items from the meeting
At least one option must be enabled.