Salesforce Integration

Connect Salesforce to PepoSmart to automatically sync meeting data, create contacts, log activities, and create follow-up tasks. This integration helps your sales team stay organized by keeping Salesforce updated with all your scheduling activity.

Prerequisites

• A PepoSmart account (Team or Enterprise plan recommended)
• A Salesforce account with API access (Professional, Enterprise, or Unlimited edition)
• Permission to authorize Connected Apps in your Salesforce org
• System Administrator or appropriate profile permissions

Connecting Salesforce

Step 1: Navigate to Integrations

1. Log in to your PepoSmart account at app.peposmart.com
2. Click Integrations in the left sidebar
3. Find the Salesforce card in the CRM section

Step 2: Authorize PepoSmart

1. Click the Connect button on the Salesforce card
2. You will be redirected to Salesforce's login page
3. Sign in to your Salesforce account
4. Review the permissions requested (detailed below)
5. Click Allow to grant access

Step 3: Verify Connection

1. You will be redirected back to PepoSmart
2. The Salesforce card should now show Connected
3. Your Salesforce org URL will be displayed

Data We Access

PepoSmart requests only the minimum permissions necessary to provide scheduling integration. Here is a complete list of what we access and why:

OAuth Scopes Used

• api - Access and manage your data via Salesforce APIs
• refresh_token, offline_access - Maintain connection without re-authentication
• id, profile, email - Identify your Salesforce user account
• openid - OpenID Connect authentication

What We Do NOT Access

• Accounts (company records)
• Reports or Dashboards
• Custom Objects (unless specifically configured)
• Chatter or Social Data
• Files or Attachments
• Your Salesforce settings or configuration
• Other users' data in your org

How Booking Data Syncs

When a Meeting is Booked

1. Contact/Lead Lookup: PepoSmart searches for an existing Contact or Lead matching the attendee's email address
2. Record Creation (if needed): If no match is found, a new Contact or Lead is created with:
   • First Name and Last Name
   • Email Address
   • Phone Number (if provided during booking)
   • Description noting the meeting source
3. Event Logging: A Salesforce Event is created and linked to the Contact/Lead with:
   • Subject: Meeting title from PepoSmart
   • Start and End DateTime
   • Description: Meeting details and booking link
   • Location: Video conferencing link (Zoom, Google Meet, etc.)

After Meeting Notes are Processed (AI Features)

If you have AI Meeting Notes enabled and the meeting was recorded, additional data syncs after processing:

1. Meeting Summary: The AI-generated meeting summary is added to the Event description
2. Follow-up Tasks: Action items extracted by AI are created as Salesforce Tasks:
   • Subject: Action item description
   • Priority: Based on AI analysis (High, Normal, Low)
   • Status: Not Started
   • Due Date: Set based on urgency
   • Related To: Linked to the Contact/Lead
   • Description: Context from the meeting transcript

Example Task Types Created

• Send Pricing: When you promised to send pricing information
• Send Proposal: When you committed to sending a proposal
• Send Demo Access: When you offered a demo or trial
• Answer Question: When there was an unanswered question
• Schedule Follow-up: When another meeting was discussed
• Send Resources: When you promised to share materials

Deal Stage Sync (AI-Powered)

After meeting analysis, PepoSmart uses AI to suggest opportunity stage updates based on conversation content, sentiment, and buyer intent signals detected in the meeting transcript.

1. Opportunity Lookup: PepoSmart reads the current opportunity stage and pipeline associated with the contact
2. AI Analysis: Meeting transcripts are processed by AI (OpenAI) to detect buyer intent, sentiment, and next steps
3. Stage Suggestion: An AI-generated opportunity stage suggestion is presented in PepoSmart
4. User Approval Required: Opportunity stage updates are never applied automatically. You must review and explicitly approve any stage change before it is written to Salesforce

Data Handling & Security

What We Store

• Access Token: Encrypted OAuth token for API calls (auto-refreshed)
• Refresh Token: Encrypted token to maintain persistent connection
• Instance URL: Your Salesforce org URL (e.g., https://yourcompany.salesforce.com)
• Salesforce User ID: To associate records with the correct owner
• Sync References: IDs of created Contacts, Leads, Events, and Tasks for tracking

Data Retention

• OAuth tokens are stored only while the integration is connected
• Sync reference IDs are kept in booking records for audit purposes
• No Salesforce record content is cached or stored in PepoSmart
• All data can be deleted upon request per our Privacy Policy

When You Disconnect

Upon disconnecting the Salesforce integration:

• Access and refresh tokens are immediately deleted from our systems
• No further API calls are made to your Salesforce org
• Records already created in Salesforce remain unchanged
• Sync reference IDs may be retained in booking history for your records

Using the Integration

Verifying Synced Data

1. Book a test meeting through your PepoSmart booking page
2. Log in to Salesforce
3. Search for the attendee's email in Contacts or Leads
4. View the Activity History to see the logged Event
5. If using AI Meeting Notes, check for created Tasks after the meeting

Sync Timing

• Booking Sync: Within seconds of booking confirmation
• Meeting Notes Sync: After AI processing completes (typically 5-15 minutes post-meeting)
• Task Creation: Immediately after meeting analysis is complete

Disconnecting Salesforce

From PepoSmart

1. Go to Integrations
2. Find the Salesforce card
3. Click Disconnect
4. Confirm the disconnection

Revoking Access from Salesforce

To completely remove PepoSmart's access from your Salesforce org:

1. Log in to Salesforce
2. Go to Setup (gear icon)
3. Search for "Connected Apps OAuth Usage"
4. Find "PepoSmart" in the list
5. Click Block or Revoke

Troubleshooting

Connection Failed

• Verify your Salesforce edition has API access (Professional+ with API add-on, Enterprise, or Unlimited)
• Check that Connected Apps are allowed in your org's security settings
• Ensure your user profile has "API Enabled" permission
• Try using an incognito/private browser window

Contact/Lead Not Created

• Check if a Contact or Lead with that email already exists
• Verify your user has permission to create Contacts and Leads
• Check for validation rules that might be blocking record creation
• Review required fields on Contact/Lead that might not be provided

Event Not Logged

• Confirm the integration shows as "Connected" in PepoSmart
• Check if the Contact/Lead record exists (event needs a related record)
• Verify your user has permission to create Events

Tasks Not Created

• Ensure AI Meeting Notes is enabled for the booking
• Wait for meeting notes processing to complete (check meeting details in PepoSmart)
• Verify your user has permission to create Tasks

Support & Contact

Need help with your Salesforce integration? We're here to assist:

Response Times

• Free & Personal Plans: Within 48 business hours
• Team Plan: Within 24 business hours
• Enterprise Plan: Within 4 business hours (priority support)

For Salesforce Administrators

If you're a Salesforce administrator reviewing this integration for your organization, please contact us at [email protected] for:

• Security questionnaires and compliance documentation
• SOC 2 report requests
• Data Processing Agreements (DPA)
• Custom security reviews

Additional Resources

• General Troubleshooting Guide
• Frequently Asked Questions
• Contact Support
• Privacy Policy
• Terms of Service

Last updated: February 2026. This documentation is provided for Salesforce administrators and users evaluating the PepoSmart integration.