Integrations
Works with Salesforce, HubSpot, LinkedIn and Gmail
Bring contacts in from your LinkedIn connections and your Salesforce or HubSpot exports, each marked with where it came from. After every call, the summary and the next step are written back to the right contact.
- Subject
- Call: Meeting booked
- Name
- Priya Natarajan
- Duration
- 6:40
- Comments
- Reps log calls from memory on Fridays. Wants a demo.
Next step task: demo Tue 10:00
How it works
Import a list
Connections.csv412 people
Contacts export1,208 people
Q4 targets96 people
1
Import from every source
Upload a LinkedIn connections file or a Salesforce or HubSpot export. Duplicates are caught on the way in.
harbour
- Priya NatarajanVP Sales · Harbour Metals
Call
- Daniel OkaforOwner · Harbour Fitouts
Finding #
- Leah BrennanSales Manager · Harbour Freight Co.
Call
- Harbour Metals (main line)Imported list · Q4 targetsListCall
2
Every contact keeps its source
A LinkedIn, Salesforce, HubSpot or list mark on each person, with the profile link when there is one.
- Subject
- Call: Meeting booked
- Name
- Priya Natarajan
- Duration
- 6:40
- Comments
- Reps log calls from memory on Fridays. Wants a demo.
Next step task: demo Tue 10:00
3
Calls written back*
Each call lands as a completed task with its summary, and the next step becomes a task with its date.
Also included
- Standard records onlyTasks on Contacts and Leads. No Agentforce, no voice add-on, no custom package.
- Never logged on a guessWhen a number matches two people, the call waits for you to pick one.
- Follow-ups drafted in Gmail*After the call, a natural follow-up email is written from what was said, waiting in Gmail for you to review and send.
- Connect in a minuteSign in to Salesforce, or paste a HubSpot service key.
- Safe for LinkedInThe Chrome extension never reads or changes LinkedIn’s page.
* Salesforce and HubSpot write-back and Gmail follow-up drafts are in early access.
Questions
Which Salesforce editions work?
Any edition with API access.
Does it read my email?
No. ShareCo writes follow-up drafts into Gmail for you to send. It never reads your inbox.