Drive Freshsales results with tasks from your meetings
Tasks from your sales meetings synced automatically into Freshsales contacts, accounts, and deals.
Turn talk into tasks right where your Freshsales deals live.
Configure automations easily. Forget about challenging setups.
Connect Freshsales and let your meetings do the paperwork
FAQ
Why should my company choose Sembly Notes?
Sembly AI notes generator was made for professionals who seek meeting-type aware software with advanced AI features. It automatically joins calls, records and transcribes discussions, and delivers clear and actionable insights. Whether you’re an individual contributor, part of a cross‑functional team, or you run a large organization, a good AI meeting assistant minimizes routine work, improves productivity, and safeguards your data with enterprise‐grade security. Sembly accurately identifies different speakers, supports conversations in 48 languages, provides a full spectrum of meeting-related services, and automates deliverables. Individual professionals can let note-taking AI attend meetings automatically even when they are absent, and capture relevant information. This way, they can focus on what’s important, instead of wasting time on manual note-taking. Professional teams can automate post-meeting workflows, easily share notes or AI-powered transcriptions with colleagues and managers, and take a better look at meeting activities with the AI chat. Enterprises can build a secure knowledge base, optimize collaboration across departments, scale AI, and improve meeting productivity. Sembly AI note-taking app ensures compliance with GDPR, EU-USDPF, FERPA, and PCI DSS, has undergone HIPAA as part of SOC 2 Type II and HIPAA audit, and has completed the Microsoft 365 Certification.
How do I set up an integration between Sembly and Freshsales?
Sembly has a native integration with Freshsales, so you do not need to install anything or use third-party apps. All the settings can be configured within your Sembly account. Here are the steps you need to follow: 1) Log in to your Sembly account. 2) Navigate to the My Automations tab. 3) Choose Freshsales from the integration library. 4) Connect your Freshsales account to Sembly. 5) Configure filters for meeting data and select your destination. 6) Save the changes. Once connected, Sembly will start syncing meeting information from your calls directly into Freshsales automatically.
Is information I sync from Sembly to Freshsales secure?
Yes. Sembly AI notetaker takes security and user privacy seriously. It is SOC 2 and EU-US DPF certified, fully GDPR‑compliant, and also adheres to HIPAA, PCI DSS, FERPA, and Microsoft 365 requirements. We ensure AI note-taking is both safe and easy. More information can be found in the Sembly Trust Center.
How do I edit my Freshsales integration with Sembly?
You can edit your Freshsales automation within your Sembly account. Here are the steps you need to follow: 1) Choose the My Automations page from the side menu. 2) Find your Freshsales integration in the list under the Native tab. 3) Click on the three dots to expand more options. 4) Click the Edit variant. 5) Edit your integration and apply the changes.
How do I check whether the integration between Sembly and Freshsales is active?
You can check the list of active integrations in your Sembly account. Here is what you need to do: 1) Go to the My Automations page. 2) Open the Native tab of your automations. 3) Check whether the toggle on your Freshsales automation is turned on. If you have any issues with your integrations, feel free to reach out to our Support.