MeetRecord

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Becca
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MeetRecord is a Revenue Intelligence and AI Coaching platform that captures, analyzes, and delivers actionable insights from your customer conversations—helping sales teams improve win rates, coaching effectiveness, and CRM hygiene.

 

How it Works 

With MeetRecord integrated into Follow Up Boss, users can:

  • Automate CRM data entry based on real-call content
  • Auto-fill fields such as call summaries, deal notes, and follow-up actions
  • Gain real-time visibility into deal health and rep performance
  • Identify sales coaching moments directly from conversation analysis
  • Improve pipeline accuracy and forecast confidence

 

How to Integrate 

To successfully integrate, you must have Admin permissions in Follow Up Boss and MeetRecord.

1. Log In to MeetRecord

2. Navigate to Settings > Integrations

3. Follow Up Boss > Connect

4. A new page will open, Log In to Follow Up Boss > Accept 

5. You will be redirected to the MeetRecord Integration page, and Follow Up Boss will appear as Connected. 

Note: Before the meeting, ensure that the lead's contact details are present in Follow Up Boss. If MeetRecord cannot find a matching email for participants in Follow Up Boss, meeting-to-deal mapping will not occur.

 

FAQs 

How does MeetRecord use Follow Up Boss data? 
MeetRecord leverages Follow Up Boss data to analyze conversations, providing insights and enabling you to filter data across various MeetRecord pages, including the Search and Deals pages. This integration enhances your ability to make data-driven decisions by combining sales activity data with your CRM insights.
Can I control what Follow Up Boss data is imported into MeetRecord? 
Yes, you have control over which Follow Up Boss properties (both built-in and custom) are imported into MeetRecord. You can use the AI Docs feature to connect and manage custom CRM fields according to your specific needs.
Can I control which MeetRecord calls are exported to Follow Up Boss?
Yes, once MeetRecord is integrated with Follow Up Boss, calls will automatically be associated with the relevant deals and contacts. You can manage and delete these records directly from your Follow Up Boss dashboard as needed, giving you full control over what data is stored.

Need help? Check out MeetRecord's Help Center or reach out to their team at piyush@meetrecord.com. 

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