Salesforce and x.ai: Look up Salesforce Contact Owner and Notify Them of New Meetings
In large teams, communication is often complicated. Even with a good workflow, things can slip trough the net. Automated notifications…
Category: Zapier Integration
Salesforce and x.ai: Create and Assign Lead Owner when a Round Robin Meeting is Scheduled
In our previous guide, we shared a Zap that lets you automatically change status for Leads on Salesforce when a…
Salesforce and x.ai: Change Opportunity Status in Salesforce When a Meeting is Scheduled
Salesforce is one of the most popular Customer Relationship Systems (CRM) systems out there. It lets thousands of organizations keep…
Airtable and x.ai: Syncing x.ai Meetings into Airtable
Automate the tracking of your meetings by connecting x.ai to Zapier and Airtable With x.ai + Zapier you are a…
Airtable and x.ai: Create a Meeting Dashboard For Your x.ai Meetings
Connect x.ai to Airtable to create a powerful meeting management dashboard x.ai solves a lot of problems that other calendar…