Getting AI Companion Summary in our CRM (FreshSales) - Open to Solutions

[Dennis_McGovern]

Upon the conclusion of a meeting, we get the AI Companion Summary (which we love), but it doesn't include the attendees or some field that we can use to link this and import it or add it to the CRM system.  

We have explored multiple ways to get the AI Summary on the Contact in FreshSales, including Zapier, which currently doesn't support this.

The only solution we see is manually attaching the AI Companion Summary to the Contact in our CRM.  

We looked at the Zoom Workflows and then using Zapier to put it on the account.  We would forward the AI Companion Summary to a designated email address, and when we forward, we would include the contact's email address in the body that should be put in our CRM.  Then Zapier would run this into the CRM.  This still requires a user to remember to do this, and at that point, they might as well manually attach it to the CRM.  

Has anyone done this successfully?  If so, how did you do it? Do you have any suggestions or ideas on other approaches?  

Thanks in advance.  

[meriment]

You could use APIs to extract the AI summary along with attendees and use a webhook to send it to your CRM system. If you are not a developer there is a Zoom app, Salepager, that lets you import your AI summaries, organize them and link them to a particular meeting with the attendees.