Leexi is an AI-powered call and meeting intelligence tool that records, transcribes, and summarises sales calls and video conferences. The Leexi integration connects Leexi directly to Tribe CRM, so call recordings, transcripts, and AI-generated summaries are automatically linked to the relevant contacts and companies in your CRM. This removes the need to manually transfer call notes between tools, giving your team a complete and up-to-date picture of every customer interaction. By following this guide, you will learn how to activate the integration and understand how Leexi data is displayed and used within Tribe CRM.
Table of Contents
What Does the Leexi Integration Do?
Prerequisites
How to Activate the Leexi Integration
What Data Is Synced to Tribe CRM?
Where Is Leexi Data Displayed in Tribe CRM?
Tips and Best Practices
Quick Summary
What Does the Leexi Integration Do?
The Leexi integration brings call and meeting intelligence directly into Tribe CRM. After a meeting or call is processed by Leexi, the data is automatically pushed into Tribe and linked to the relevant contact or company — no manual input is required from your sales or support team.
The result is a richer, more complete customer view: alongside emails and tasks, you can see the full content of recorded meetings, including what was discussed, how long the conversation lasted, and who was involved.
Three dedicated entities are added to your Tribe environment when the integration is activated:
LeexiCall — represents one recorded call or meeting. Each record includes fields such as the call URL, creation date, duration, language, direction (inbound or outbound), whether it was a video call, the source platform (e.g. Teams, Google Meet, or Aircall), and linked participants.
LeexiCompletion — stores one or more AI-generated outputs linked to a call. Each completion includes a prompt title (such as a summary, chapter breakdown, follow-up tasks, or a custom prompt), the speaker scope (user or customer), and the full content in rich text. A single call may have multiple completions.
LeexiCallParticipant — links each call to the participants in Tribe CRM. Participants are matched automatically using their email address to a contact, relation, or phone number. If a participant cannot be matched automatically, the call appears as unlinked and can be associated manually.
Note: Both LeexiCall and LeexiCompletion records are read-only in Tribe CRM. They are created and managed entirely by Leexi to ensure the data always reflects the original source.
Prerequisites
Before activating the Leexi integration, confirm the following:
You have an active Leexi account.
You have an active Tribe CRM account.
You are an Admin in Tribe CRM.
How to Activate the Leexi Integration
Activating the integration requires two steps — one on the Leexi platform and one in Tribe CRM. Both steps are self-service.
Step 1: Connect Leexi to Tribe CRM
Visit the Leexi website and navigate to your integration settings.
Locate the Tribe CRM integration and select it.
Follow the on-screen instructions to authorise the connection via OAuth. This links your Leexi account to your Tribe CRM environment.
Step 2: Install the Leexi Pack in Tribe CRM
In Tribe CRM, navigate to the Marketplace.
Search for Leexi and open the listing.
Select Install to add the Leexi pack to your environment.
Installing the pack adds the LeexiCall, LeexiCompletion, and LeexiCallParticipant entities to your Tribe environment and activates the automation that processes incoming call data.
What Data Is Synced to Tribe CRM?
Once the integration is active, Leexi pushes data to Tribe CRM automatically as soon as a call or meeting concludes. The following data is synced:
Data | Direction |
Call recordings | Leexi → Tribe CRM |
Call transcripts and AI summaries | Leexi → Tribe CRM |
Synchronisation happens in near real time. There is no polling interval — Leexi pushes data immediately after a call ends, and Tribe processes the incoming record automatically.
Where Is Leexi Data Displayed in Tribe CRM?
Leexi call records are surfaced in several places within Tribe CRM:
Contact and company timelines — Leexi calls appear inline in the timeline of any linked contact or company, alongside tasks and other activities. Selecting a call record opens it directly within the timeline.
Widget library — The LeexiCall entity is available in the widget library, allowing you to build custom dashboards and views, such as calls per account or calls per period.
Tips and Best Practices
Review unlinked calls promptly. If Leexi cannot match a participant to an existing CRM record by email address, the call will appear as unlinked. Regularly check for unlinked calls and associate them manually to keep your customer history complete.
Use LeexiCompletion for follow-up. AI-generated completions such as follow-up task summaries can support your sales team in acting on calls quickly. Multiple completions may exist for a single call — review all of them for a full picture.
Build dashboards for team oversight. Using the widget library, sales managers can create views that show call volume per account or per period, making it straightforward to review team activity and call quality from within Tribe CRM.
Quick Summary
The Leexi integration automatically brings call recordings, transcripts, and AI-generated summaries into Tribe CRM, linking them to the relevant contacts and companies in near real time. Activating the integration requires installing the Leexi pack from the Tribe Marketplace and connecting Leexi to your Tribe environment via the Leexi platform. Once active, Leexi data is visible in contact and company timelines & the widget library, giving your team a complete view of every customer interaction without switching between tools.