The note taker built for Salesforce.
TwinsAI joins your Zoom, Google Meet, and Teams calls without a bot, then writes the activities, tasks, and field updates straight into Salesforce the second the meeting ends. Your reps stop logging calls by hand, and every opportunity stays current on its own.
Joins Zoom, Google Meet, and Teams. Logs to Salesforce.
One botless note taker across every meeting platform your team runs, writing back to Salesforce from all of them. No bot tile, no "admit the notetaker" step, no pasting notes into the activity timeline by hand.
Salesforce
Zoom
Google Meet
Microsoft TeamsCaught the moment it's spoken.
TwinsAI runs quietly on the rep's device and captures Zoom, Google Meet, and Teams calls directly. No bot joins the call, nothing shows in the attendee list, and action items are caught as they are said, not reconstructed later from a summary.
Every word, attributed and logged to Salesforce.
A speaker-attributed transcript builds in real time and lands as a Salesforce activity on the matched contact and opportunity, with the recording attached. Reps open Salesforce and the meeting is already there, in the place they already work.
The whole deal team stays in the loop.
TwinsAI posts the recap and Salesforce opportunity updates to a shared Slack channel for the deal, so teammates who were not on the call stay current and can weigh in without opening Salesforce.
The call, closed out in Salesforce the second it ends.
Disposition, notes, and follow-up tasks are written to Salesforce the moment the meeting ends. TwinsAI moves the opportunity stage and fills your fields, including MEDDIC and MEDDPICC custom fields, from what was actually discussed.
The post-call work, done in Salesforce before the next call connects.
Booked, sent, and logged to Salesforce automatically the second the meeting ends, so the opportunity updates itself instead of waiting on a rep.
The follow-up is on the calendar before the rep stands up.
If the rep committed to a next step, TwinsAI checks both calendars, drafts the invite with the agreed agenda, books it, and logs the event to the Salesforce opportunity, before the next dial.
Drafted in your rep's voice, logged to Salesforce.
TwinsAI writes the recap in the tone your rep actually uses, with the right attachments and next steps inserted, then logs the sent email to the Salesforce contact and opportunity. The rep clicks send.
Tasks, stage, and opportunity fields written before the next call connects.
Every spoken action item becomes a Salesforce task with an owner and due date. Disposition, opportunity stage, and fields update the moment the meeting ends. No end-of-week CRM hygiene marathon.
Everything a summary-only notetaker leaves to your reps.
Most meeting notetakers capture a summary and stop there, leaving the Salesforce logging to your reps. TwinsAI captures the meeting and then finishes the work in Salesforce, so the opportunity updates itself instead of waiting on manual activity logging.
See how Salesforce teams put a botless note taker to work.
Go deeper on each workflow, from logging meeting notes to Salesforce to creating tasks, updating the opportunity, and logging the call automatically.
Questions about the Salesforce note taker.
What is a Salesforce note taker?
A Salesforce note taker is an AI that captures your meetings and writes the notes back into Salesforce automatically. TwinsAI joins Zoom, Google Meet, and Teams calls without a bot, then logs the summary as a Salesforce activity, creates tasks from the action items, updates the opportunity, drafts the follow-up, and posts the recap to Slack.
Is it really botless?
Yes. TwinsAI runs quietly on the rep's device and captures the meeting audio itself, so no bot ever joins the call, nothing shows up in the attendee list, and there is no "please admit the notetaker" step. The prospect never sees a recorder join the meeting.
What gets written back to Salesforce?
The meeting summary is logged as a Salesforce activity on the matched contact and opportunity, with the transcript and recording attached. TwinsAI also creates tasks from the action items, moves the opportunity stage, and fills your fields, including MEDDIC and MEDDPICC custom fields, from what was discussed.
Does it create Salesforce tasks from action items?
Yes. When something is committed to on the call, like sending a one-pager or regrouping next week, TwinsAI captures it and creates the matching Salesforce task with an owner and due date, so nothing falls through after the meeting.
Can it update the opportunity stage automatically?
Yes. TwinsAI moves the opportunity stage and fills opportunity fields from what was actually said on the call, within seconds of hang-up, so the pipeline reflects reality without a rep updating it by hand.
Which meeting platforms does it work with?
TwinsAI works across Zoom, Google Meet, and Microsoft Teams, and writes back to Salesforce from all of them. It also works with HubSpot and Close if your team runs more than one CRM.
Put a note taker to work inside Salesforce.
Book a 30-minute demo and we will connect TwinsAI to your Salesforce, sit in on a live meeting, and show you the activity, tasks, and opportunity updates land in Salesforce before the call is even over.