Daniella's Customer Brain

Bettermove <> OneAI: Tech integration

3 min read

Bettermove <> OneAI: Tech integration

Date: 2026-02-12 | Duration: 13.010000228881836 min | Account: bettermove

External attendees: aung@codingstudio.net, lewis@provalis.co.uk, nick@bettermove.co.uk, rory@bettermove.co.uk

Summary

The team convened to finalize the API integration with Salesforce, clarifying the necessary fields and permissions for effective lead data flow. Michael Gur confirmed the initial connection and discussed lead processing requirements, while Lewis Clark updated the lead source values to align with the AI agent’s needs. Rory supported the team by clarifying permissions and field access issues, ensuring critical fields such as lead source, inquiry date, phone number, and lead status were defined. They resolved access issues, with Michael gaining visibility on essential fields, and postponed the inclusion of postcode and address fields. The team set a target for initial testing by Monday and scheduled a follow-up meeting to review progress and address any issues before the broader rollout. Communication was prioritized to keep all stakeholders informed ahead of testing, reinforcing a collaborative effort to meet deadlines.

Key Points

✅ API Integration Confirmed: Initial connection with Salesforce established; fields needed for lead processing discussed. 🔑 Key Fields Defined: Lead source, inquiry date, phone number, and lead status identified as critical for data capture. 🔒 Field Access Issues Resolved: Permissions updated to ensure access to lead source and status fields; postcode and address fields postponed. ⏰ Testing Timeline Set: Integration ready for initial testing by Monday; follow-up meeting scheduled to review results. ✉️ Follow-Up Communication Planned: Email thread to track progress and ensure all stakeholders are aligned ahead of testing. 🤝 Team Collaboration Appreciated: Positive sentiment expressed for teamwork, reinforcing commitment to meet upcoming deadlines.

Overview

  • API Integration Confirmed: Initial connection with Salesforce established; fields needed for lead processing discussed.
  • Key Fields Defined: Lead source, inquiry date, phone number, and lead status identified as critical for data capture.
  • Field Access Issues Resolved: Permissions updated to ensure access to lead source and status fields; postcode and address fields postponed.
  • Testing Timeline Set: Integration ready for initial testing by Monday; follow-up meeting scheduled to review results.
  • Follow-Up Communication Planned: Email thread to track progress and ensure all stakeholders are aligned ahead of testing.
  • Team Collaboration Appreciated: Positive sentiment expressed for teamwork, reinforcing commitment to meet upcoming deadlines.

Action Items

Lewis Clark Share the API values for fields required by OneAI integration including Lead Source and Inquiry Date (05:07) Provide permissions for OneAI team members to access necessary Salesforce fields such as Lead Source and phone fields (06:37)

Michael Gur Proceed with setting up the integration using the provided Salesforce field access and values (10:19)

Daniella Block Schedule and arrange the follow-up integration test meeting for Monday at 9:30 AM (12:09)

Unassigned Monitor and refine lead status fields and integration criteria post initial testing (09:43)

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