Get started with Mili +
Salentica Engage

Q: What meeting data flows to Salentica Engage?

Meeting summaries include discussion highlights, decisions, and next steps. Tasks sync with title, description, due date, and assignee. Everything is structured properly for HubSpot's format.

Q: Where in Salentica Engage can Mili sync data?

You can push to Contacts, Companies, Deals, Leads, Events, and Tasks. When syncing, Mili displays available HubSpot objects, letting you choose exactly where each note belongs.

Q: Does Mili continuously access our Salentica Engage data?

No. Mili only connects to HubSpot when you're ready to sync. It pulls your object lists (Contacts, Companies, Deals) so you can choose where to attach notes - but doesn't access or store client data in the background.

Q: What determines Mili's access in Salentica Engage?

After meetings, Mili presents your HubSpot objects - Contacts, Companies, Deals. Simply pick the relevant record, and your notes attach directly to that object in HubSpot.

Q: Can we customize the Salentica Engage integration?

The integration respects your individual HubSpot permissions. Users only see and update objects they can access.

How it works

Head to Settings → Integrations → Click "Connect Salentica Engage" → Author

After meeting, choose record type: Contacts, Households, or Companies.

Review notes post meetings & choose record type to sync instantly.

Approve tasks with title, assignee, priority & due date. Sync instantly.

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Frequently Asked Questions

What meeting data flows to Salentica Engage?

Meeting summaries capture key discussions, decisions, and next steps. Tasks sync with complete details, including title, description, due date, and assigned owner.

Where in Salentica Engage can Mili sync data?

You can push to Contacts, Companies, Households, Notes, and Tasks. When you sync, Mili shows exactly which destinations are available so you can select the right object for each note or task.

Will Mili automatically update Salentica Engage?

Every sync requires your explicit approval. You review all notes and tasks before they enter Salentica Engage. That means your CRM stays accurate and up to date.

Does Mili continuously access our Salentica Engage data?

No. The Salentica Engage integration is push-only - Mili sends notes and action items but does not pull meeting prep or client profile data. Mili only accesses Salentica Engage to identify sync destinations when you initiate a sync.

What determines Mili's access in Salentica Engage?

The integration matches your exact Salentica Engage user permissions. Mili connects directly via the API, so your existing security model stays intact.

Can we customize the Salentica Engage integration?

Yes, your dedicated CSM will help configure which data types push to which objects, custom object mappings, and naming conventions for tasks. Email support@getmili.ai to discuss your specific Salentica Engage workflow requirements.

Ready to connect Mili with
Salentica Engage
?

Prepare with CRM context, capture meeting insights automatically, and query client data instantly.

Let Mili handle the busy work while you focus on clients.

Get started with Mili + Salentica Engage

How it works

Webinar

Frequently Asked Questions

Ready to connect Mili with Salentica Engage?

Get started with Mili +
Salentica Engage

Ready to connect Mili with
Salentica Engage
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