Push Summary to CRM

Log a meeting summary to the right Salesforce opportunity or HubSpot deal — pick the record and push, no copy/paste.

After a call, you shouldn't have to retype what just happened into your CRM. Open the meeting summary, click one button, pick the record, and Tenali writes the recap straight onto the Salesforce opportunity or HubSpot deal.

Before You Start

You need a CRM connected first. Tenali supports Salesforce and HubSpot — connect one from the Integrations page:

You can push meetings you recorded. The push button doesn't appear on summaries shared with you, or in the admin org-wide meeting view.

You also need an active subscription. Pushing — and undoing a push — is a paid capability; on a lapsed account Tenali shows an upgrade prompt instead of writing to your CRM.

Where to Push From

There are two entry points, and both open the same dialog:

The summary toolbar — open a meeting from your library and click "Push to Salesforce" or "Push to HubSpot". It's available on meetings you recorded — including impromptu and universal (audio-only) meetings captured through the desktop app — but not on summaries shared with you or in the admin org-wide meeting view. It's greyed out until the meeting has a generated summary.
The meetings list — in the All Meetings tab, each row has a small CRM logo button ("Push to Salesforce" / "Push to HubSpot") so you can log a call without opening it. This one only appears once a CRM is connected, and it doesn't check for a summary first — push a meeting that hasn't been summarized yet and it will fail.

Push a Summary

Clicking the button opens the push dialog. From here the flow depends on your CRM:

No CRM Connected?

If you click the push button before connecting a CRM, Tenali shows a prompt: "You haven't integrated any CRM — Go to Integrations, and integrate a CRM first to push summaries." Click the "Go to Integrations" button in that prompt to connect Salesforce or HubSpot, then come back and push.

After You Push

The push writes to the one record you selected, in two parts:

The recap becomes a note on the record's timeline. Each meeting gets its own entry — the meeting title, then a header line and your numbered next steps: June 03, 2026 at 02:30 PM PDT - Jane Smith: Discovery call with Acme; agreed to a 3-week pilot. On HubSpot it's a timeline note; on Salesforce it's a completed Meeting activity on the opportunity. Nothing is overwritten — push five meetings to the same deal and all five recaps sit on the timeline in order.

Two fields are updated (latest wins, and the confirmation message tells you what changed):

Next Step (Salesforce) / Next step (HubSpot) — every item from the summary's Action Items and Next Steps section, renumbered 1, 2, 3. Items you've ticked off are still included; the checkbox state stays in Tenali. On Salesforce, very long action lists are shortened to fit the field's 255-character limit — the note always carries the full list.
Close date — filled in only when Tenali can infer a specific date.

Description is yours unless you say otherwise. The dialog has an unchecked box — "Also replace the … description with this recap". Leave it unchecked and whatever is in the Description field stays exactly as it was; tick it and the recap replaces it. It resets to unchecked every time the dialog opens.

Everything else stays in Tenali: Key Points, attendees, the questions-and-answers section, the transcript, the recording link — none of it is pushed, and stage, amount, owner, pipeline and custom fields are never touched. (The HubSpot dialog's inline Create company and Create & push options are the exception: those deliberately create the company or deal first, then push onto it.)

Undo a push

The success message carries an Undo action. Click it and Tenali reverses the push: the fields go back to their previous values — including back to blank, if that's what they were — and the note is removed. One HubSpot caveat: HubSpot doesn't allow notes to be deleted, so the note stays on the timeline with a "[reverted by Tenali]" marker instead; on Salesforce the Meeting activity really is deleted. After an undo you can push the meeting again and it writes normally.

Pushed to the wrong record?

Click Undo on the confirmation — it cleans up the wrong record (fields restored, note removed or marked reverted) — then push again to the right one. If the confirmation is already gone, revert the wrong record's fields in your CRM by hand and delete the note there; the AI chat's "undo" only covers changes made in that chat, not button pushes.

If you're unsure whether a push landed, just push again: an already-pushed meeting reports itself as such and writes nothing.