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Sales Demo · Acme
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Customer Onboarding
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Design Review
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Discovery Call · Reodor
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Sprint Planning
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1:1 · Petter
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Weekly Stand up · Supercompany
1h
Sync Status
2 of 3 integrations synced
Notion
Connected · not pushed yet
HubSpot
Synced · just now
Google Drive
Synced · 2m ago
Your CRM updates itself
Meetings, contacts, and notes land in your CRM on their own, and action items become tasks in HubSpot and Salesforce. Reps stop doing data entry and the pipeline stays accurate.
Match the people
Trale finds each external attendee in your CRM by email and skips colleagues and distribution lists.
Add to HubSpotWeekly Stand up · Supercompany
Mon, Jun 1, 2026 · 5 attendees
Meeting Attendees
Samuel Nuri
samuel@trale.ai
Petter Gundersen
petter@trale.ai
Marcus Ruud
marcus@trale.ai
Brede Kristensen
brede@trale.ai
Rune Selvik
rune@trale.ai
Company NameHubSpot
DomainHubSpot
NameHubSpot
EmailHubSpot
Next up
Records created and logged
Each record the meeting touches is updated automatically, so the CRM shows what actually happened.
Create what is missing
New contacts and companies are created from enriched meeting data when you allow it.
Create missing recordsAuto-create2 people weren't in HubSpot. Trale created them from the meeting.
SupercompanyCompany CreatedDomain
Industry
Size
Petter GundersenContact CreatedTitle
Phone
Company
Marcus RuudContact CreatedTitle
Phone
Company
Log the meeting
The summary is written to the right record as a note or activity.
Supercompany
Activity
Weekly Stand up · Supercompany
Meeting summary
Purpose: Review the Q3 expansion and unblock pricing.
Decisions: Pricing cleared, 50-seat tier added.
Next steps: Marcus to send the revised quote by Friday.
Logged to Salesforce by Trale ActivityCall logged
28 min · Petter Gundersen
Re: Revised pricing
Note added
Intro from Samuel
Tasks created
3 follow-ups assigned
Why teams use it
A pipeline that stays honest
No data entry
Reps sell instead of updating fields after every call.
Accurate pipeline
Managers trust the CRM because it reflects what actually happened.
Cleaner records
Every contact stays complete, so nobody works off stale details.
A complete solutionfor every meeting
Walk in already knowing them
Before every external meeting, Trale puts together a briefing on who you're talking to, built from real research and your shared history, so you walk in ready instead of guessing.
