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Salesforce (Docplanner)
ActiveCrm · organization · oauth
Salesforce integration for Docplanner — automatically pushes conversation Activity Summaries to Salesforce.
Features
Activity Summary sync
What this integration provides
Workspace Sync
Activity Summary
Automatically create and update Activity Summary records in Salesforce after conversations
Connection
oauthConnect with Salesforce
Direct installation coming soon — March 2026
Details
Categorycrm
StatusActive
Auth Typeoauth
Scopeorganization