Jaha + Salesforce
Reads the open opportunity so your brief is accurate before you join, then logs the recap on the deal when the call ends. It can also open, update and look up Cases.
- Category
- CRM
- Sign-in
- API key
- Plan
- Business and above
- Writes
- Summary and actions, attached to the matching record
- Reads
- Deals and accounts, before the call
What Jaha does with Salesforce
Summary and actions, attached to the matching record
Queued to send, tried again if it fails, and never sent twice. You can see every send: what went out, when, and what came back.
Before a customer call, Jaha has already read the deal in Salesforce: recent activity, open items and what was promised last time. When someone asks “where did we leave this?”, the answer comes from your CRM, so nobody has to rely on memory.
Connecting Salesforce, step by step
- 1
Choose it in Integrations
Integrations in your dashboard lists Salesforce along with everything else your plan includes.
- 2
Paste a key from Salesforce
Create an API key in Salesforce and paste it once. It's encrypted right away and masked everywhere it appears after that.
- 3
Choose where it goes
Pick the destination in Salesforce and which parts of a meeting it gets. That's the rule, and it starts working from the next meeting.
Keys are encrypted at rest with a dedicated key and never shown again after you save.
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