How do I push a meeting summary to my CRM?

Last updated: February 10, 2026

Answer

Open a conversation and click the arrow next to "Push meeting summary" in the Flows sidebar on the right. This sends the AI-generated summary to your connected CRM (Salesforce, Redtail, Wealthbox, or other supported CRMs).

Steps

  1. Go to Conversations and open the conversation
  2. In the right sidebar, make sure Flows is selected (not "Meeting transcript")
  3. Click the arrow (→) next to "Push meeting summary"
  4. Follow the prompts to select the CRM record and confirm the push
  5. The status will change from "Not started" to "Done" when complete

Good to know

  • You must have a CRM connected first. Go to Settings > Integrations to connect your CRM at the user level, or ask your admin to set up a firm-level integration.
  • User-level CRMs: Salesforce, Redtail, Wealthbox
  • Firm-level CRMs: Microsoft Dynamics 365, Zoho CRM, XLR8, Practifi, SS&C Black Diamond Elements
  • The push sends the AI summary, not the raw transcript.

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