Salesforce, before and after every meeting. Contio preps you with the account’s context, then logs the meeting back to the right record — in a click.
Connect Salesforce + Contio
Your CRM shouldn’t live in a different world from your meetings. Now it doesn’t. Contio connects Salesforce to every stage of a meeting — before, during, and after. Before, it pulls the account’s context into your prep. During, it surfaces the right Salesforce details the moment you need it. After, it logs the meeting back to Salesforce in a click. The conversation and the CRM finally inform each other.
With Contio and Salesforce connected, you never start cold. Contio pulls the context you need (related Accounts and Contacts, open Opportunities, recent Cases and activity) and builds it into your agenda, talking points and all. The history is in front of you before you join. Need something specific? Search your Salesforce records right from Contio, by name or by criteria.
When a question comes up mid-conversation, just ask Contio. It surfaces the relevant Salesforce details at exactly the right moment — no tab-switching, no “let me pull that up and get back to you.” The right context, right when you need it.
When the meeting ends, a Next Steps button appears at the top. Click it, select “Log to Salesforce,” and Contio drafts the update from everything that was said, ready for you to edit directly or refine in plain language (“make it shorter,” “add owners”). Pick the record (Account, Contact, Lead, Opportunity, or Case), review, and send. It lands on the right record, and the post-call update that used to eat your evening happens in a click.
That’s how Contio takes your meeting from said to done.
In Contio, open Settings → Integrations → Salesforce and connect your org to get started.
Before a meeting, Contio pulls relevant details into your agenda. During it, ask Contio to search for information from Salesforce.
After the meeting, run the Next Step, pick the record, edit the draft, and send — logged in a click.
Available on eligible plans. Terms apply.
We take your data seriously. No bot joins your calls, and nothing is recorded. Contio does 100% of its AI processing in our secure private cloud, and your meeting data is never used to train AI models. See our Privacy Policy for exactly what we collect, how it’s used and stored, and how to request access or deletion.
The Salesforce integration is available on the Pro, Elite and Enterprise plans. See Pricing for more information.
Connect Salesforce + Contio in minutes. Log the summary and follow-ups to the right record, straight from the meeting.
