Sembly + Salesforce

Boost meeting productivity with
Sembly’s integration for Salesforce

Boost meeting productivity with
Sembly’s integration for Salesforce

Elevate your CRM experience on Salesforce with Sembly.

Turn meeting insights into actionable CRM entries, share notes and tasks, and enhance overall team productivity within your Salesforce CRM.


Sembly will automatically send meeting notes to your Salesforce

Elevate your CRM collaboration within Salesforce by incorporating Sembly AI. Link meeting notes directly to your CRM entries, amplifying communication, consolidating insights, and elevating team productivity.

Whether it’s the most recent discussions or valuable customer insights, Sembly guarantees relevant updates. Stay at the forefront of your game, providing your team with timely and precise information to enhance decision-making. Supercharge your Salesforce experience by syncing Sembly with Salesforce today!

Send AI recognized tasks after every meeting to Salesforce

Simplify the automation of sending enhanced tasks directly to related contacts, accounts, and deals in the Activities tab. Whether it’s creating new contacts or updating existing ones, enhance communication, consolidate information, and elevate overall team efficiency.

Transform your CRM experience by incorporating Sembly with Salesforce, ensuring your team effortlessly acts on meeting outcomes and stays on track to deliver improved results.

Control your meetings data flow with advanced filters

Streamline your workflow across various platforms with Sembly’s powerful filtering feature. Filter meeting insights by team, meeting type, organizer, and keywords, ensuring you focus on what matters most.

Sembly allows you to customize filters tailored to your team’s unique needs. Revolutionize your workflow – integrate Sembly’s automated meeting filtering and make every meeting count.

Easy setup in 3 simple steps


Go to ‘My Automations’ or Workspace Automations page in the menu.


Setup your custom workflow easily with a simple wizard.


Sembly is ready to automatically send meeting data to your application.

Privacy and security

Enterprise-grade security

Through rigorous security audits, secure data storage, employee audits, and compliance with all applicable regulatory requirements, we can ensure the security, stability, and reliability of our platform.

Compliance & privacy

Sembly was created with a strong focus on privacy and security that scales to any size organization. Sembly is GDPR compliant and SOC 2 Type II certified. Sembly is officially SOC 2 compliant as of August 11, 2022.

Browse all Sembly integrations

Send meeting notes, tasks and transcriptions to apps you use every day.

Activate your 7-day free trial
Try Sembly on your next team call and you’ll never go back to agentless meetings again!