Integrations
CRM setup guides
Brieflee sends the action items from your meetings to the CRM your team already uses. Each guide covers connecting, sending, the data shared and disconnecting.
Setup guideHubSpot Action items become HubSpot tasks on the deal you pick, assigned by email. The summary can go on the deal as a note.Setup guidePipedrive Action items become Pipedrive activities of the type Task on the deal you pick. The summary can go on the deal as a note.Setup guideZoho CRM Action items become Zoho CRM tasks on the deal you pick. The summary can go on the deal as a note.
Every person connects their own CRM account in Brieflee, under Settings, Integrations, on every plan: Free, Pro and Enterprise. Nothing is sent until you choose to send it. Questions: support@brieflee.ai.
Using Zoom? Brieflee for Zoom covers adding the Zoom app, using it in a meeting and removing it.