Do you want to integrate Jamy.ai with Salesforce to save time and automate tasks? Here are three main methods to achieve this, tailored to different technical levels:

• Zapier: Easy to use, ideal for beginners. Automates meeting notes with basic setup.

• Make: More flexible, for intermediate users looking for advanced customization.

• Direct webhooks: Maximum customization and control, recommended for developers.

Basic requirements:

• Jamy.ai Premium Subscription (€39/month).

• Salesforce Enterprise Edition or higher with active REST API.

Quick comparison:

| Método | Nivel técnico | Personalización | Casos ideales |
| --- | --- | --- | --- |
| <strong>Zapier</strong> | Básico | Medio | Equipos sin experiencia técnica. |
| <strong>Make</strong> | Intermedio | Alto | Usuarios con experiencia moderada. |
| <strong>Webhooks</strong> | Avanzado | Muy alto | Desarrolladores o integraciones específicas

Keep reading to discover how to configure each method step by step and choose the one that best fits your needs.

Configuration Requirements

Tools and Necessary Access

Before starting the integration between Jamy.ai and Salesforce, make sure you have the following:

| Requisito | Jamy.ai | Salesforce |
| --- | --- | --- |
| Suscripción | Plan Premium (39 €/mes) | Enterprise Edition o superior |
| Permisos | Acceso de administrador | Permisos de API y configuración |
| Funcionalidades | Webhooks habilitados | API REST activa

Initial Setup of Salesforce

Preparing Salesforce requires completing some key technical steps:

1. Salesforce Site Configuration Enable Salesforce Sites or Experience Cloud. Configure a specific public URL and adjust the guest user permissions to interact with the system.

2. Endpoint Preparation

   Set up the system to receive incoming data through the following steps:

   • Create an Apex class that acts as the webhook handler.

   • Use the annotations @RestResource and @HttpPost in the class to define interactions.

   • Adjust the necessary execution permissions to ensure the endpoint works correctly.

Once you have finished with the setup in Salesforce, proceed to activate and secure the webhook in Jamy.ai.

Webhook Setup in Jamy.ai

With Salesforce ready, the next step is to configure the webhook from the Jamy.ai dashboard. This includes activating the feature and ensuring the security of the connection.

1. Webhook Activation

   • Access the Jamy.ai admin panel.

   • Enable the webhook option.

   • Enter the endpoint configured in Salesforce.

2. Validation and Security

   "Webhooks provide a unique method of communication for disparate systems that can easily facilitate the flow of data to Salesforce in real time" - Alex Crisp, CTO of Seven20

   To establish a secure and reliable connection:

   • Implement validations for incoming data.

   • Set up filtering based on authorized IP addresses.

   • Define strict access controls, limiting permissions to only what is necessary.

Connect Using Zapier

Steps to Integrate Jamy.ai and Salesforce

Follow these steps to integrate Jamy.ai and Salesforce using Zapier:

1. Initial Preparations

Make sure to log in to Zapier with the necessary permissions for both platforms:

| Plataforma | Permisos Requeridos |
| --- | --- |
| Salesforce | ModifyAllData o permisos específicos de creación/actualización |
| Jamy.ai | Suscripción Premium activa

2. Create the Zap

Set up a new Zap by following these instructions:

• Select Jamy.ai as the trigger, choose the event "New meeting note", and connect your account.

• Select Salesforce as the action and choose between create contact or update record.

3. Data Mapping

Once the Zap is created, map the corresponding fields between both platforms:

• Meeting Title → Case Name

• Participants → Related Contacts

• Notes and Summaries → Case Description

• Detected Tasks → Activities

After completing this mapping, perform a test and activate the integration.

Testing and Final Setup

1. Perform an initial test

Ensure that the Zap works correctly by verifying:

• The accurate transfer of data.

• That the fields are correctly mapped.

• That there are no errors in the configuration.

2. Monitoring and Adjustments

Once the Zap is activated:

• Check the logs in Salesforce to confirm that the data is transferred as expected.

• Make adjustments to the configuration if necessary.

Regularly monitor activity logs to ensure everything operates efficiently and smoothly.

Direct Connection via Webhook

Create Webhook in Salesforce

Set up a webhook in Salesforce to receive data from Jamy.ai by following these steps:

• Site Configuration:

  • Go to "Settings > Sites and Domains > Sites".

  • Create a new site and enter the Domain Name and Path.

• Creating the Apex Class:

  • Create a global Apex class using @RestResource.

  • Implement a @HttpPost method to handle incoming requests.

| Configuración | Valor Requerido |
| --- | --- |
| Permisos del sitio | Acceso a la clase Apex |
| Método HTTP | POST |
| Formato de datos | JSON |
| Seguridad | Validación de IP y cabeceras

With these steps, Salesforce will be ready to integrate with Jamy.ai.

Webhook Setup in Jamy.ai

This method, more technical than the integration with Zapier, offers greater control. Follow these steps:

• Set up the webhook in Jamy.ai using the full URL generated in Salesforce.

• Define the events that will trigger the webhook, such as:

  • Completion of calls.

  • Identification of new tasks.

Test the Connection

To verify that everything works correctly:

• Perform a test call and confirm that the data is transmitted to Salesforce.

• Check the activity logs to troubleshoot potential issues:

| Problema | Causa Probable | Solución |
| --- | --- | --- |
| Los datos no aparecen | Filtros o caché activa | Verifica filtros y limpia caché |
| Rendimiento lento | Fallos del navegador | Actualiza o usa modo incógnito |
| Datos incompletos | Permisos insuficientes | Revisa los permisos de usuario

To ensure a secure connection, implement measures such as IP restrictions, authentication headers, and data validation. This will protect the integrity of the integration.

Maintenance and Issues

Configuration Guidelines

Keeping the integration between Jamy.ai and Salesforce in good shape requires constant attention and key preventive measures:

• Security and Protection: Ensure to encrypt the data, enable two-factor authentication, conduct periodic security audits, and establish role-based permissions.

• Performance Monitoring: Regularly monitor key indicators:

| Indicador | Frecuencia | Acción |
| --- | --- | --- |
| Asistencia a reuniones | Semanal | Revisar notificaciones |
| Seguimiento de tareas | Diario | Ajustar sincronización |
| Tasas de conversión | Mensual | Verificar mapeo

• Training: Provide practical resources like guides, ongoing technical support, and clear documentation of internal processes.

These actions will help keep the integration functioning efficiently and without setbacks.

Troubleshooting Common Errors

If you encounter issues, follow these steps to resolve them without affecting the integration:

• Synchronization Issues: Check the following table to identify common causes and solutions:

| Error | Posible causa | Solución |
| --- | --- | --- |
| Error de autenticación | Token expirado | Actualiza el token |
| Campos no sincronizados | Configuración errónea | Verifica el mapeo |
| Duplicación de registros | Reglas de sincronización | Ajusta los filtros

• Connection Verification: Use tools like webhook.site to validate submissions, check the "Synchronization Summary" panel, and set up automatic alerts to detect problems in real time.

• Testing and Communication: Before making changes to the configuration, test in a development environment and communicate any adjustment to the team to avoid production errors.

Keeping a detailed log of incidents and their solutions is key to improving problem management in the future. This ensures a smoother and more efficient integration.

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Summary

The connection between Jamy.ai and Salesforce can be made through two main methods, each tailored to different needs:

| Método | Ventajas | Casos de uso ideales |
| --- | --- | --- |
| <strong>Zapier</strong> | Fácil de configurar, interfaz intuitiva, múltiples integraciones | Equipos sin experiencia técnica, automatizaciones simples |
| <strong>Webhook directo</strong> | Transferencia en tiempo real, más control y personalización | Desarrolladores, integraciones específicas y en tiempo real

Jamy.ai allows syncing transcripts, summaries, and tasks directly with Salesforce. The choice of method will depend on your objectives:

• For sales teams: Zapier is perfect due to its ease of use and maintenance. It is ideal for automating processes without requiring advanced technical knowledge.

• For technical teams: Direct webhooks offer greater flexibility and immediate response. They are ideal for custom integrations or when real-time processing is required.

Make sure to monitor the performance of the integration and make adjustments as needed. Additionally, document the process and train the team to ensure sustainable results.

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