Salesforce (via Zapier)

When TeamsMaestro finishes summarizing a meeting, the Zap creates a note record in Salesforce with the summary. You choose the note title, for example the meeting name and date, and which record it links to.

Notes linked to an opportunity show up on that record, so a manager reviewing the deal sees the last call without asking the rep. Filter the trigger to customer meetings so internal calls stay out of the CRM.

Pick which meetings run it. The trigger has optional filters for the meeting title (contains, starts with, or matches exactly) and for the host or participants. You can combine conditions and run the Zap when any of them is met.

1. Open the template and sign in to Zapier. Connect your TeamsMaestro account, which shows up in Zapier as AI TeamsMaestro.
2. Keep Meeting Summarized as the trigger. Add a participant filter if you only want calls with customers.
3. Test the trigger. Zapier loads a recent meeting from your account so you can see the fields: title, platform, start and end times, organizer, attendees, summary, and action items.
4. Connect Salesforce. Set the note title, and map the summary and action items to the note body.
5. Choose the record the note belongs to, such as the contact, account, or opportunity.
6. Run a test, check the note in Salesforce, and publish the Zap.

New to Zapier and TeamsMaestro? The Zapier setup guide walks through a full example, and the Zapier integration page lists everything else you can connect.