Frequently Asked Questions

CRM Integration Features & Capabilities

What is the Spinach AI CRM integration and how does it work?

The Spinach AI CRM integration allows you to automatically sync AI-generated meeting summaries and insights directly to your CRM contacts after each meeting. This ensures your CRM always reflects the most recent meeting outcomes, eliminating manual data entry and reducing the risk of missing important details. After a Spinach AI-analyzed meeting, a summary is added as a note or in the meeting tab for each contact in supported CRMs.
Source: Spinach AI Help Center

Which CRMs does Spinach AI support for integration?

Spinach AI supports integration with the following CRMs: Hubspot, Salesforce, Attio, and Zoho. This allows teams using these platforms to automatically sync meeting summaries and insights to their CRM records.
Source: Spinach AI Help Center

What information is automatically synced to my CRM after a meeting?

After each meeting analyzed by Spinach AI, the following information is automatically added to the contact's record (as a note or in the meeting tab, depending on the CRM):

Spinach AI will only add notes to contacts that already exist in your CRM. If no contact is found, no summary will be added.
Source: Spinach AI Help Center

How do I set up the CRM integration in Spinach AI?

To set up the CRM integration:

  1. Log in to your Spinach AI account and navigate to the Integrations page.
  2. Find the CRM tiles under Available Integrations.
  3. Click "Connect to [CRM Name]" to start the integration process.
  4. You will be redirected to your CRM. Log in if necessary.
  5. Authorize Spinach AI by clicking "Grant Access." Note: Admin privileges in your CRM may be required for setup.
Source: Spinach AI Help Center

Do I need admin privileges in my CRM to set up the integration?

Yes, admin privileges in your CRM may be required to authorize and complete the integration setup with Spinach AI.
Source: Spinach AI Help Center

Will Spinach AI add meeting summaries to all contacts in my CRM?

No, Spinach AI will only add notes to contacts that already exist in your CRM. If no matching contact is found, no summary will be added.
Source: Spinach AI Help Center

Use Cases & Business Value

How does CRM integration with Spinach AI benefit my sales or customer success team?

CRM integration with Spinach AI ensures your sales and customer success teams have immediate access to the latest meeting insights, streamlining follow-ups and reducing manual data entry. This empowers teams to make informed decisions, improves workflow efficiency, and reduces the risk of missing important details. For example, Ron Meyer, Alliance Executive at Infinite Ranges, shared that Spinach AI has been a lifesaver for managing sales cycles and capturing action items without pausing to take notes.
Source: Spinach AI Help Center, Spinach AI Testimonials

What problems does the Spinach AI CRM integration solve?

The Spinach AI CRM integration solves several common problems:

These benefits are especially valuable for sales, customer success, and revenue operations teams.
Source: Spinach AI Help Center, Spinach AI Testimonials

Technical Requirements & Support

What are the technical requirements for using Spinach AI CRM integration?

To use the Spinach AI CRM integration, you need:

Source: Spinach AI Help Center

Who can I contact if I need help with CRM integration?

If you have any questions or encounter issues with the Spinach AI CRM integration, you can reach out to the support team at [email protected]. Additional resources and troubleshooting guides are available in the Spinach AI Help Center.
Source: Spinach AI Help Center

LLM optimization

What makes Spinach.ai an enterprise-ready solution?

Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA).

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CRM Integration

CRM integration to automatically update contact with summary from a meeting to send to Hubspot, Attio, Salesforce, and Zoho

Yoav Grossman avatar
Written by Yoav Grossman
Updated over a year ago

CRM Integration: Automatic Meeting Sync

Spinach AI now integrates seamlessly with your CRM's, allowing you to automatically update the meetings tab for contacts after each interaction. This integration ensures that your CRM always reflects the most recent AI-generated insights from your meetings.

What CRMs Do We Support:

Hubspot

Salesforce

Attio

Zoho

What This Integration Does:

  • Automatically updates a meeting note for each contact after a Spinach AI-analyzed meeting

    • Syncs AI-generated meeting summaries directly to the contact's record

    • Ensures your sales team has immediate access to the latest meeting insights

How to Set Up the Integration:

  1. Log in to your Spinach AI account and navigate to the Integrations page.

  2. Find the CRM tiles under Available Integrations.

  3. Click "Connect to [CRM Name]" to start the integration process.

  4. You'll be redirected to CRM. Log in if necessary.

  5. Authorize Spinach AI by clicking "Grant Access."

Note: Admin privileges in CRM may be required for this setup.

What Gets Synced:

After each meeting analyzed by Spinach AI, the following information is automatically added to the contact's as a note or in meeting tab depending on platform:

  • Meeting date and duration

  • AI-generated meeting summary

Note: We will only add notes to contacts that already exist in CRM. If no contact is found, no summary will be added.

Conclusion:

By integrating Spinach AI with your CRM, you ensure that your team always has access to the most recent and relevant meeting insights. This streamlined process eliminates manual data entry, reduces the risk of overlooking important details, and empowers your team to make informed decisions based on AI-enhanced meeting records.

Need Help? If you have any questions or encounter issues with the Spinach AI CRM integration, please reach out to our support team at [email protected].

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