Integrations

Recordings and transcripts come in, demo scores and coaching go out.

Automatic capture
Active
Last sync Today at 09:12.

Watched Drive folder

Shared drives / SE Recordings / 2026

Watched calendar

Sales Engineering — demo calendar

CRM fields written back

Demo_Score__c
Demo_Red_Flags__c
Demo_Coaching__c
Last_Demo_Date__c

Recently auto-imported

Northwind Logistics — Platform Demo.mp4

Google Meet · Drive · matched to Northwind — Platform expansion · Today 09:12

Audited · written to Salesforce

Brightpath Health — Discovery + Demo.mp4

Google Meet · Drive · matched to Brightpath — Care ops rollout · Aug 28, 14:40

Audited · written to Salesforce

Meridian Bank — Technical Deep Dive.mp4

Google Meet · Drive · matched to Meridian — Risk platform · Aug 21, 11:05

Audited · written to Salesforce
Google Workspace
Connected
Watches a shared Drive folder and the SE calendar, so every recorded demo is picked up and audited without anyone opening the app.

Pulls in

  • · Meet recordings from Drive
  • · Auto-generated transcripts
  • · Calendar invitees and account

Pushes out

  • · Audit summary emailed to the presenter
Salesforce
Connected
Matches each demo to an opportunity from the calendar invite, then writes the score and coaching back onto the record.

Pulls in

  • · Opportunity, stage, amount and close date
  • · Account and contact roles

Pushes out

  • · Demo Score
  • · Red flag count
  • · Coaching summary
  • · Last demo date
HubSpot
Available
Same two-way sync as Salesforce, mapped to HubSpot deals.

Pulls in

  • · Deal, stage, amount and close date

Pushes out

  • · Demo Score
  • · Coaching summary
Pipedrive
Available
Lightweight deal sync for smaller teams.

Pulls in

  • · Deal and expected close date

Pushes out

  • · Demo Score
  • · Red flag count
Microsoft Dynamics
Available
Enterprise CRM sync with custom field mapping.

Pulls in

  • · Opportunity and estimated revenue

Pushes out

  • · Demo Score
  • · Coaching summary
Slack
Available
Drops the audit summary into the SE channel as soon as it is ready.

Pushes out

  • · Audit ready notification
  • · Badge and streak announcements

Connections shown here use sample data. Live Workspace and CRM accounts need a backend, which is the next step on the roadmap.