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Circleback

Meetings
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Bring Circleback meeting notes, transcripts, and action items into Clarify so every call lands on the right deal and contact — and Rep can turn them into CRM updates and follow-ups.

Clarify's Circleback integration brings meeting notes, transcripts, and action items into your CRM. Every call lands on the right deal and contact, and Rep can turn what was said into record updates and follow-ups — so nothing from a conversation slips through.

Key features
  • Pull meeting notes into deals and contacts
  • Reference past transcripts in Clarify
  • Surface action items from every call

Use cases

  • Ask Rep what you discussed in the last call with an account before you dial in again.
  • Attach a Circleback transcript to the matching deal so the whole team has context.
  • Review action items from recent customer calls without digging through Circleback.

FAQ

Your meeting notes, transcripts, and action items. Rep can search past meetings and pull the context into deals and contacts.

Yes. Rep can fetch a Circleback transcript and attach it to the matching meeting in Clarify.

Yes, you connect your Circleback account to Clarify through Circleback's standard authorization.

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