Connect Tinrec meeting notes to Salesforce

Overview

Tinrec does not currently offer a direct Salesforce integration, so there is no Connect Salesforce setting. If you use Salesforce to manage customers and opportunities, you can use Tinrec’s export and share features to bring meeting notes and to-do lists into Salesforce records. This article explains how.

Steps

1. Finish recording and transcription of a customer meeting in Tinrec, and confirm meeting notes and to-dos have been generated automatically.
2. On the detail page, open the action menu and choose Export to get Word / PDF / TXT / Markdown and other formats.
3. Open Salesforce, go to the matching account or opportunity page, upload the exported file as an attachment, or paste the meeting notes into notes / activity records.
4. Or click Share to create an encrypted link and paste it into a related Salesforce link field so the team can open and view the full transcript.

Tips / FAQ

Q: Why is there no Salesforce direct connection?

A: Tinrec does not currently offer a direct third-party Salesforce connection. See the official website for the integration list.

Q: Can to-dos sync to Salesforce automatically?

A: For now you need to copy or export to-dos manually and bring them in. Automatic sync is not available yet.

Q: Is the data secure?

A: Tinrec uses SSL/TLS encryption. Share links support permission controls and encryption.

Related features

• Export: Multi-format export of meeting content.
• To-dos: Automatically extract action items, owners, and due dates from recordings.
• Share: Encrypted share links.