Double data entry kills productivity
Reps spend 20+ minutes per meeting copying details from notes into CRM fields. Time that could be spent selling.
CRM & Tool Integrations
Field sales CRM integration
that works instantly.
Connect Reedly to HubSpot, Salesforce, Slack, and Discord. Every report, commitment, and opportunity flows automatically into your CRM and team channels. No manual copy-paste. No data loss.
REEDLY 
HubSpot
Push report → contact card
Connected
Salesforce
Sync commitments & opportunities
Connected
Slack
Notification on every report
Connected
Discord
Syntheses in your channels
Configure
REST API available for custom integrations
Problem
You capture the meeting.
Then lose it in transfer.
Field reps generate valuable intelligence every day. But moving that data from notes to CRM means manual entry, formatting errors, and hours of duplicate work.
Manual sync creates gaps
Information gets lost between the field and the database. Managers make decisions on incomplete data. Opportunities slip through.
Scattered tools, fragmented context
Client intel lives in email. Commitments in Slack. Opportunities in Salesforce. No single source of truth for the customer relationship.
How it works
One meeting.
All systems updated.
Reedly connects to your existing workflow. Reports generated from meetings are automatically pushed to the right place, in the right format, in real time.
1
Connect your stack in one click
Authenticate HubSpot, Salesforce, Slack, or Discord directly in Reedly. Set your sync rules once. Data flows automatically from every meeting forward.
2
Intelligence routes to the right tool
Structured reports go to CRM contact records. Commitments appear in project channels. Opportunities trigger pipeline updates. All without lifting a finger.
3
Custom integrations via API
Need to connect proprietary tools or custom workflows? Use Reedly's API to build integrations that fit your exact tech stack and business logic.
Benefits
Integrations that eliminate busywork.
Zero manual CRM entry
Reports sync automatically to HubSpot and Salesforce contact records. Every field populated, every time, with no typing.
Real-time team visibility
Push meeting summaries and commitments to Slack or Discord channels instantly. Everyone stays aligned without status meetings.
Accurate pipeline tracking
Opportunities identified in meetings flow directly into CRM pipelines with correct stages, amounts, and close dates.
Single source of truth
Client intelligence, commitments, and next steps live in one synchronized system. No more hunting across tools for context.
Custom workflow automation
Build integrations with internal tools, BI platforms, or ERP systems via API. Automate your unique sales operations.
Audit trail for compliance
Every meeting detail, commitment, and CRM update is timestamped and traceable. Perfect for regulated industries and quality assurance.
Use cases
Who benefits from automatic sync?
Field sales teams with strict CRM hygiene
Ensure every client interaction is logged in Salesforce or HubSpot with complete, structured data. No exceptions, no manual follow-up.
Distributed teams needing instant updates
Post meeting summaries to Slack or Discord so account managers, engineers, and support teams have context in real time.
Sales ops automating pipeline management
Trigger workflows in CRM when opportunities are identified. Update stages, assign tasks, calculate forecasts—all from meeting intelligence.
Enterprises with custom tech stacks
Use Reedly's API to connect meeting data to proprietary platforms, ERP systems, or business intelligence tools unique to your organization.
FAQ
Frequently asked questions
Reedly currently integrates with HubSpot and Salesforce. Reports, commitments, and opportunities sync automatically to contact and deal records. Additional CRM connectors are in development.
Yes. Reedly integrates with Slack and Discord for real-time report sharing to team channels. Microsoft Teams integration is on the roadmap. You can also use our API to build custom Teams workflows.
Yes. Reedly provides a REST API for custom integrations with proprietary tools, ERP systems, BI platforms, or any internal software. Documentation and developer support are included.
After a meeting is recorded and the report generated, Reedly maps structured sections to CRM fields and pushes data via API. You configure field mappings once; every subsequent report syncs automatically.
Yes. You define sync rules per integration—choose which report sections go to CRM, which summaries post to Slack, and which fields trigger automations. Full control over data routing.
All data transfers use encrypted API connections. Reedly never stores CRM credentials. OAuth authentication ensures secure, auditable access to integrated platforms.
Chaque rendez-vous terrain
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