Push Summary to CRM

Turn a finished meeting into a CRM update. Click Push and review what Tenali proposes, then approve it on HubSpot or paste the draft into Salesforce.

After a call, you shouldn't have to retype what just happened into your CRM. Open the meeting, click Push, and Tenali works out the right account and deal from the meeting and proposes the update. On HubSpot you approve it and it lands. On Salesforce, Tenali drafts it for you to paste.

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 is a paid capability; on a lapsed account Tenali shows an upgrade prompt instead.

Where to Push From

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

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 push a call without opening it. This one only appears once a CRM is connected, and it doesn't check for a summary first, so push a meeting from here only after its summary is ready.

Push a Summary

1
Click Push
A side panel opens on the right, reading Pushing “meeting title” to your CRM (HubSpot or Salesforce). You don't pick records first.
2
Tenali finds the record and proposes the update
From the meeting's summary, Tenali finds the company and deal, then proposes the update: usually the meeting logged as a note, the next step, and any deal fields the call changed, such as the close date or stage. Each change shows the record it matched and why. If Tenali can't tell which deal the meeting belongs to, it says so and asks you one question instead of guessing.
3
Approve, edit, or redirect
On HubSpot, additive changes like the note land on their own, and anything that moves the forecast waits on an approval card with the before and after values. Edit a value on the card, or type in the reply box ("Reply to change this proposal") to point Tenali at a different deal or change what it proposes.

On HubSpot, Push runs the same agent, under the same review rules, as updating your CRM from chat. On Salesforce, it drafts the update for you to paste.

With Salesforce connected

The button reads Push to Salesforce and opens the same panel. Tenali finds the account and opportunity, then drafts the update from the meeting (the next step, the meeting note and any field values the call changed) for you to paste into Salesforce.

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.

CRM Needs a Reconnect?

If Tenali's access to your CRM expired or was revoked, the button reads Reconnect HubSpot (or Reconnect Salesforce). Clicking it explains that the summary can't be pushed yet and offers Go to Integrations, where you click Reconnect on that CRM. Then push again.

After You Push

Nothing outside the proposal changes. Tenali never changes a record's owner, pipeline or custom fields. Everything else about the meeting stays in Tenali: key points, attendees, the questions-and-answers section, the transcript and the recording link.

Undo or redirect

On HubSpot, changed your mind about something that landed? Reply "undo that" in the panel. Tenali shows what it will roll back on a card, then reverses it. Tenali marks its note on the timeline as reverted rather than deleting it.

Pushing to the wrong deal? Reply in the panel before you approve and Tenali proposes the update for the right deal instead. If something already landed on HubSpot, undo it first. On Salesforce nothing is written, so just paste the draft into the right record.