EQALL + Salesforce.
Connect EQALL to Salesforce and your meetings, transcripts, action items, contacts, accounts, opportunities, and emails flow directly into your CRM, automatically, after every call. No manual logging required.
What this integration does
Once connected, EQALL automatically syncs your sales activity into Salesforce after every meeting. Your pipeline stays current without anyone having to manually log a thing.
| EQALL | Sync | Salesforce |
|---|---|---|
| Contacts | ⇄ | Contacts |
| Companies | → | Accounts |
| Opportunities | ⇄ | Opportunities |
| Action Items | ⇄ | Tasks |
| Transcripts | → | Notes & Attachments |
| Transcript Summaries | → | Opportunities: Next Steps field |
| Meetings | → | Events |
| ⇄ | Email Activities |
The connection uses OAuth via a Salesforce Connected App. EQALL only accesses records the authorizing user already has access to, and access can be revoked from Salesforce at any time.
Get Started with EQALL
If your team is new to EQALL, complete these steps first. Setup takes about five minutes.
Go to eqall.com/en/register/login or download EQALL from the App Store. Select Sign in with Google or Microsoft using your company email. Allow all permissions for the best experience.
Complete a one-time LinkedIn sign-in to create your account. EQALL uses it only to validate your first and last name and email address, and to add your profile photo.
Go to Avatar Image → Products & Services and review what EQALL has pre-populated. This powers your personalized insights and deal recommendations. You can edit, add, or delete products by providing a company website, an uploaded file, or entering details manually.
Go to Settings → Notifications and turn on Today at a Glance and Meeting Summary to stay on top of every deal.
Salesforce Edition Requirements
EQALL connects to Salesforce through the REST and SOAP APIs. Your org must have API access enabled.
| Edition | API Access |
|---|---|
| Enterprise | Included |
| Performance | Included |
| Unlimited | Included |
| Developer | Included |
| Professional | Requires the API add-on |
| Essentials | Not supported |
Not sure which edition you're on? In Salesforce, click your profile avatar (top right), then Setup → Company Settings → Company Information. The edition is listed under Organization Edition.
Connecting EQALL to Salesforce
This only needs to be done once for the company. An admin authorizes the Connected App first, then individual users link their own accounts.
In EQALL, go to Profile Image → Settings → Integrations → CRM → Salesforce and click Connect.
Pick the Salesforce environment you want to connect. Most teams connect Production. Sandbox is available if you want to test the integration in a non-production org first.
A System Administrator can authorize the Connected App on behalf of the whole org without needing any additional setup.
A user with Manage Connected Apps and Customize Application permissions, plus API Enabled on their profile.
Salesforce will display the permissions EQALL is requesting. Review and click Allow. Salesforce installs the Connected App in your org. After this, individual team members can connect their own Salesforce accounts from the same Settings page in EQALL, with no admin involvement needed.
Individual users who want to sync must have API Enabled on their Salesforce profile. Your admin can check this under Setup → Users → Profiles → [Profile] → System Permissions.
Connected App already approved? Individual users connect at Settings → Integrations → CRM → Salesforce without admin rights, as long as their profile has API Enabled.
Permissions Required
EQALL requests the following OAuth scopes and object permissions from Salesforce. All are required for the integration to work.
OAuth scopes
| Scope | What EQALL uses it for |
|---|---|
| api Required | Read and write CRM data through the REST and SOAP APIs (Accounts, Contacts, Opportunities, Tasks, Events). |
| refresh_token, offline_access Required | Maintain the connection so EQALL can sync new meetings in the background without re-authenticating after every call. |
| id, opendid, profile, email, addresscccccbttkfkddkjvjndbkkjlhenifkljknirintbgbei Required | Identify the authorizing user and map activity to the correct Salesforce user record. |
Object permissions on the authorizing user's profile
| Object | Permissions EQALL needs |
|---|---|
| Accounts Required | Read, Create, Edit. EQALL creates Accounts when they don't exist yet and enriches them with meeting data. |
| Contacts Required | Read, Create, Edit. EQALL creates Contacts when they don't exist yet and keeps them enriched. |
| Opportunities Required | Read, Create, Edit. EQALL logs identified opportunities, updates stage and amount, and attaches meeting activities. |
| Tasks Optional | Read, Create, Edit. Action items captured in EQALL sync to Salesforce Tasks. |
| Events Optional | Read, Create, Edit. Meetings captured in EQALL sync to Salesforce Events with attendees and timing. |
OAuth access is user-scoped: EQALL can only see records the authorizing user already has access to in Salesforce. Your existing roles, sharing rules, and field-level security remain in control.
Sync Settings
Each user configures their own sync preferences from Settings → Integrations → CRM → CRM Settings. This controls exactly what EQALL creates and updates in Salesforce on your behalf.
Avoid duplicate records. If you already sync email, calendar, or meeting data through another tool (Einstein Activity Capture, Salesforce Inbox, Outreach, or any other CRM logger), only enable those same data types in EQALL if you are not already syncing them elsewhere.
Step 1, choose what EQALL creates
Select whether EQALL should create new Accounts, Contacts in Salesforce when it encounters people not already in your org.
Step 2, configure each integration type
For each data type, choose which Salesforce record types it should be associated to.
Associate to:
Associate to:
Associate to:
Associate to:
Recommended: Enable all toggles if you're not using Einstein Activity Capture or another sync tool. This gives you the most complete Salesforce record, every meeting, action item, and transcript automatically attached to the right Accounts, Contacts, and Opportunities.
Auto-Update Opportunity Next Steps
Every Salesforce Opportunity has a built-in Next Steps field, a short text field that captures what's next on the deal. Most teams rely on it as the at-a-glance "what's the rep doing next" signal in pipeline reviews.
EQALL can write to the Next Steps field automatically after every meeting. This is a Salesforce-specific feature, not available in our HubSpot integration.
Importantly, these writes are additive, not a replacement. Your full action items still sync to Tasks and your full transcript still syncs to Notes & Attachments. The Next Steps field gets a condensed summary on top of that, so reps and managers see "what's next" at a glance without losing the detail.
What EQALL can send to Next Steps
The action items captured from the meeting, prioritized to fit the Next Steps field length. Your full action items still sync to Salesforce Tasks.
A short summary of the meeting's key discussion points and outcomes, trimmed to fit. Your full transcript still syncs to Salesforce Notes & Attachments.
Per-user toggleable. Each rep decides whether EQALL updates their opportunities' Next Steps automatically. Configure at Settings → Integrations → CRM → CRM Settings, alongside the other sync toggles.
Why it matters: Pipeline reviews stop being "what's next on the Acme deal?" and start being a glance at the Opportunity record. Next Steps stay current automatically, with no manual edit needed after every call.
Setup Checklist
- EQALL account created and signed in with Google or Microsoft
- LinkedIn connected (one-time step)
- Products & Services reviewed and confirmed in EQALL
- Salesforce edition confirmed (Enterprise, Performance, Unlimited, Developer, or Professional with API)
- Salesforce admin has authorized the Connected App at the org level
- Each team member has API Enabled on their Salesforce profile
- Each team member has connected their individual Salesforce account in EQALL
- Sync settings configured per user to prevent duplicate records
- Opportunity Next Steps auto-update preferences set (Action Items and/or Transcript Summaries, or off)
- Notifications enabled (Today at a Glance + Meeting Summary)
Questions or live walkthrough?
Our team will set up the Salesforce integration with you live, or answer any questions your CRM admin has.