CustomerIQ Help Docs
  • Start Guide
    • 🧑‍🤝‍🧑Workspace setup
      • Step 0: Learn the foundations
      • Step 1: Connect your CRM
      • Step 2: Set your properties
      • Step 3: Connect more data
      • Step 4: Invite your team
    • 👨‍🔧User setup
      • Step 1: Set up the Meeting Assistant
      • Step 2: Configure Slack
      • Working in CustomerIQ
  • Product Guides
    • 📁Folders
    • 🗃️Finding Insights with Views
      • Charts
      • Discover top pain points
      • Discover top feature requests
      • Classify by custom tags
      • Tracking topics
      • Drilldown views
      • Hide group
    • 📑Saving Highlights to Projects
    • 📃Building Docs
  • Data Guides
    • Understanding AI Credits
    • CSV Import
    • Integrations
      • Zoom
      • Typeform
      • Totango
      • Microsoft Teams
      • Tally
      • Salesforce
      • Pendo Feedback
      • Intercom
      • Hotjar
      • Grain
      • Google Forms
      • Gong
      • Facebook Groups
      • Confluence
      • Condens
      • Canny
      • Airtable
      • Notion
      • Hubspot
      • Productboard
      • Zendesk
      • OneDrive
      • Google Drive
      • Google Docs
      • Slack
      • Jira
      • Zapier
      • G2
  • Contact support
  • Go to CustomerIQ app
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Sales

Last updated 21 days ago

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Automate CRM data entry
Task automation
Pre-meeting briefs
Meeting summaries