Salesroom + Creatio
Goodbye manual data entry, hello streamlined sales success
What if your CRM could update itself? With Salesroom + Creatio, it can! Every meeting, every insight, and every action item is automatically captured and synced, giving your team more time to focus on what they do best: closing deals and building meaningful connections.
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Why
you’ll love it
Automatic updates are your new superpower
No more “Did you log that meeting?” With Salesroom, every recorded meeting flows seamlessly into Creatio as an opportunity—complete with the meeting name, date, and owner.
Meeting summaries that tell the whole story
Get the details that matter most: discussion highlights, action steps, next moves, and engagement scores. It's like having a personal note-taker who captures the context so your team can jump back in with ease.
Playbook precision right in the meeting
From MEDDIC to Sandler to Challenger, Salesroom helps reps stay on track with real-time prompts during calls. Every key step is captured and synced directly to Creatio, ensuring your team’s strategy is always in play.
Actionable insights at your fingertips
From live coaching prompts to engagement analytics, this integration doesn’t just track meetings; it amplifies your sales intelligence. Get real-time data that helps your team fine-tune their approach in the moment and win more deals.
Time saved = deals won
Automation reduces manual CRM work so your team can focus on making sales.
Total visibility
Managers and reps get instant access to key details, fostering better collaboration and follow-up.
Boosted performance
Use the rich insights to coach smarter, strategize better, and keep your momentum going strong.
What’s in it for your sales team?
How it works
Host and record
Run your meetings in Salesroom or Zoom, capturing every detail from start to finish.
Seamless syncing
When the meeting ends, all relevant data is sent to Creatio and linked to the right opportunity, automatically.
Explore when needed
Access the full recording through a convenient link in Creatio, providing added context with just a click.
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Ready to elevate your sales game?
With the Salesroom + Creatio integration, out-of-date CRM data and forgotten follow-ups are a thing of the past. Welcome to a world where every conversation is captured, connected, and ready to drive your next big win.
Our customers say it best
Don't just take our word for it, see why so many sales teams are loving Salesroom
Great way to have better sales results.
It has been great. The HubSpot sync saves me hours every week because all meetings, as well as meeting notes, next steps and summaries, sync automatically.
There is a collaborative note-pad inside Salesroom. We often use it during meetings to avoid accidentally sending a chat message to all. It is great because it lets us stop sending Slack messages back and forth and focus on the meeting. It’s amazing.
Jay Nolasco
Renewables Environment
A game-changer for remote teams
Before salesroom we struggled to stay aligned as a remote sales team. We had amassed 100s of hours of call recordings but no one had the time to review them. We spent a lot of time in meetings and emails reviewing deals in our pipeline & and keeping each other updated.
Now we just share meeting highlights in Slack and Salesroom AI helps us find what we're looking for without listening to the entire recording.
Kaustav Mitra
Computer Software
Other integrations
Hubspot
Your meetings instantly sync to Hubspot, along with auto-generated summaries, meeting notes and questions raised by buyers during the meeting. No set-up required - get up and running in minutes.
Zoom
Salesroom now offers a powerful Zoom add-on to complement your sales interactions. Whether you're on Salesroom's platform or using Zoom, you get unparalleled insights, data, and customization for a holistic view of your team's interactions.
Salesforce
Connecting Salesforce with Salesroom allows you to create an event on an opportunity, lead for contact after each meeting.
Break through the noise and make some of your own.
We’re ready to help you take your next pitch to the next level!
Book a demo
