Integrations
The context Dealscale works from.
Dealscale combines two kinds of context: the opportunity record your team already maintains, and the conversations where buyers explain what's really happening.
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Salesforce opportunity context
Dealscale reads opportunity context from Salesforce — stage, close date, amount and related fields — and places it beside conversation evidence. The connection is read-only: Dealscale does not change your records.
Recordings and transcripts
With Meeting Recording, conversations become source material: recordings and transcripts that Dealscale connects to the opportunity, so a claim can be traced back to the moment it was said.
How the pieces fit
| Source | What it contributes | Access |
|---|---|---|
| Salesforce opportunity | Stage, dates, amounts, ownership | Read-only |
| Meeting Recording | Recordings and transcripts as evidence | Captured for analysis |
Questions to ask about any integration
- Which systems are read, and which (if any) are written?
- Can I trace an insight back to its source?
- Who reviews before anything changes?