Quick overview

Glyphic has a deep integration with Salesforce that enables it to:

• automatically update your fields on Contact, Account, Opportunity, and even custom objects;

• add Notes to the same objects;

• automate win/loss analyses.

Inversely, Glyphic can:

• read emails logged in your Salesforce to improve deal insights and summaries. (Note that currently we aren’t able to read emails logged through Einstein Activity Capture.)

• include any information you already have in Salesforce to customize prep sheets generated by Glyphic. This is especially useful in case you work with data enrichment providers.

You can easily move between Glyphic and Salesforce as the relevant objects are interlinked.

Steps required to take advantage of Glyphic’s Salesforce integration:

1. Connect your Salesforce instance to Glyphic.

2. Define the information you’d like Glyphic to capture from your conversations and where in Salesforce it should be stored.

3. Enable autosync.

Connecting your Salesforce to Glyphic

You can connect Glyphic to Salesforce using the following simple steps:

Required Permissions

To support Glyphic's minimum CRM integration functionality, read access to the following object types is required. :

• Contact

• Lead

• Account

• Opportunity

• OpportunityStage

• User

• EmailMessage

To support Glyphic's CRM syncing functionality, write access is required for any of the below that you plan on syncing data to:

• Contact

• Account

• Opportunity

To support Notes and Tasks syncing read and write access is required for:

• ContentNote

• ContentDocumentLink

• Task

Defining your Salesforce mapping

Glyphic can listen to your sales calls and automatically update fields (standard or custom) on your Salesforce objects (Contact, Account, Opportunity, other custom objects) within minutes of the call finishing.

In order to enable this feature, you need to let us know which fields you’d like Glyphic to update. Glyphic can then sync both your top-level MEDDPICC/BANT/SPICED information and additional custom qualification fields that you’ve already set up in your Salesforce or are about to set up.

To set up your Salesforce field mapping, go to Insights Settings and define your insight fields.

You can see what other customers track in Inspirations for custom insights.

Glyphic implements a default field update behavior in case the field already has some previous value. The default behavior depends on the field type:

• Text: We append new information to existing value, together with the date of the call.

• Picklist: We don’t update the value.

• Number: We don’t update the value.

• Multipicklist: We add any new values to the existing values.

This behavior can be adjusted based on your requirements.

Moving between Salesforce and Glyphic

You can view your related CRM records straight from Glyphic.

Calls

Any objects related to a call will be listed, and you can click to jump straight to that record within your CRM.

If you have Glyphic's CRM sync features enabled we'll also highlight which records Glyphic has updated for you ✅

Similarly, your notes exported to Salesforce will have backlinks to Glyphic so that you can always go back to the relevant call:

Deals and companies

The deal and company pages contain links to the relevant Salesforce accounts and opportunities in the header:

Glyphic also automatically collects all call participants across calls in a opportunity or with an account. If the participants exist in your Salesforce, Glyphic will show links to the relevant Contact objects:

Account link in Salesforce

You can automatically populate a specified field in your Salesforce Account object with a link to the associated Glyphic company/deal page. This makes it easy to navigate from Salesforce to Glyphic, where you can view all insights and interactions related to the Account.

How to Enable

1. Create the Field in Salesforce:

   • Add a new field in your Salesforce Account object where you want the Glyphic links to appear.

2. Configure Glyphic Settings:

   • Go to Settings -> Organizational in Glyphic.

   • Click on the cogwheel next to the Salesforce integration.

   • Under “Glyphic link field”, enter the API name of the field you created in Salesforce.

     

Note: This will only populate accounts associated with new companies that appear in Glyphic after setting the field. If needed, it is possible to populate the field for existing companies as well. Contact support for assistance with this.

Contact creation

Glyphic can automatically create contact or lead records in your CRM for external call participants who don't already exist in your system. This helps ensure that all your important prospects and customers are properly tracked in your CRM after every call.

After every call, Glyphic will:

1. Identify External Participants
   Determine which call participants are external to your organization.

2. Check for Existing CRM Records
   Search your connected CRM to see if these external participants already exist as Contacts or Leads.

3. Create New Records If Needed
   For any participants not found in your CRM:

   • If the participant’s company has an existing Account in Salesforce, Glyphic will create a new Contact associated with that Account.

   • If no matching Account exists, Glyphic will create a new Lead instead.

To enable it for all your future calls:

1. Go to Organizational Settings

2. Click on the cogwheel ⚙ next to the Salesforce integration

3. Switch on "Automatically Create Contacts".

How Glyphic Associates Your Calls to Salesforce Opportunities

Glyphic automatically associates your calls with the right Salesforce Opportunity in three steps:

Step 1: Identify External Participants

Glyphic identifies external attendees on your call and matches their email addresses to Contacts in Salesforce.

Step 2: Find Relevant Opportunities

Glyphic looks for Opportunities tied to those Contacts, prioritizing deals where a participant is listed as the Primary Contact.

• If no such Opportunities are found, Glyphic expands the search to include all Opportunities linked to the participants’ Account .

Step 3: Select the Best Match

From the pool of relevant Opportunities, Glyphic applies timing logic to choose the most appropriate one:

• Highest Priority: Opportunities that existed before the call and are open.

• Medium Priority: Opportunities that existed before the call

  but closed on the same day.

• Lower Priority: Opportunities created within two weeks after the call (capturing new deals that may have originated from the meeting).