{"id":111673,"date":"2025-01-16T13:54:35","date_gmt":"2025-01-16T12:54:35","guid":{"rendered":"https:\/\/www.livespace.io\/?p=111673"},"modified":"2025-01-16T14:15:42","modified_gmt":"2025-01-16T13:15:42","slug":"livespace-tldv-integration","status":"publish","type":"post","link":"https:\/\/www.livespace.io\/en\/blog\/livespace-tldv-integration\/","title":{"rendered":"Meeting Notes on Autopilot with tl;dv &#038; Livespace Integration"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents:<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.livespace.io\/en\/blog\/livespace-tldv-integration\/#Implementation_Guide_Connecting_tldv_with_Livespace\" >Implementation Guide: Connecting tl;dv with Livespace<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.livespace.io\/en\/blog\/livespace-tldv-integration\/#Understanding_the_Tools\" >Understanding the Tools<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.livespace.io\/en\/blog\/livespace-tldv-integration\/#Maximizing_Your_Integration\" >Maximizing Your Integration<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.livespace.io\/en\/blog\/livespace-tldv-integration\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n<p>In sales, every moment spent on administrative tasks is time away from building customer relationships and closing deals. The constant juggle between engaging with prospects and documenting interactions often leads to compromised conversation quality or incomplete records.<\/p>\n<p>Balancing prospect engagement with keeping accurate records is a common challenge. <strong>That\u2019s why we created a smarter solution by integrating two tools: tl;dv and our Livespace CRM.<\/strong> This connection saves time, keeps records up-to-date, and lets you focus on building relationships and closing deals.<\/p>\n<div style=\"background-color: #e7f9e9; padding: 40px; border-radius: 4px; text-align: left;\">\n<h4 style=\"text-align: center;\">Now, we\u2019re thrilled to share this solution with you!<\/h4>\n<p style=\"text-align: center;\"><div  class='avia-button-wrap av-2e9onq-9ac2fe169fa202802709985fea2d680e-wrap avia-button-center  avia-builder-el-0  avia-builder-el-no-sibling '><a href='https:\/\/zapier.com\/shared\/85057b0cea67e37bf0e4cc2ca0d7413e81e586b7'  class='avia-button av-2e9onq-9ac2fe169fa202802709985fea2d680e av-link-btn avia-icon_select-no avia-size-x-large avia-position-center avia-color-theme-color'   aria-label=\"&lt;span style=&quot;font-weight: bold;&quot;&gt;GET FREE INTEGRATION TEMPLATE&lt;\/span&gt;\"><span class='avia_iconbox_title' ><span style=\"font-weight: bold;\">GET FREE INTEGRATION TEMPLATE<\/span><\/span><\/a><\/div><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<p>This guide will show you how to eliminate this challenge by connecting two powerful tools: tl;dv and Livespace CRM using simple Zapier integration.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Implementation_Guide_Connecting_tldv_with_Livespace\"><\/span>Implementation Guide: Connecting tl;dv with Livespace<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Setting up this integration requires careful configuration in Zapier. Here&#8217;s your step-by-step guide:<\/p>\n<h3>Step 1: Connect tl;dv to Zapier<\/h3>\n<p>Let&#8217;s connect tl;dv with Zapier to automate your recordings. Here&#8217;s what to do:<\/p>\n<ol>\n<li>Open Zapier and <strong>search for and select &#8220;tl;dv&#8221;<\/strong><\/li>\n<li>Select <strong>&#8220;Recording Added&#8221;<\/strong> in the trigger options.<\/li>\n<li><strong>Connect your tl;dv account<\/strong> when prompted and click <strong>Continue<\/strong>.<\/li>\n<li><strong>Run a quick, automated test<\/strong> to make sure everything&#8217;s properly connected.<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-111677\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-1.webp\" alt=\"\" width=\"1080\" height=\"720\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-1.webp 1080w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-1-300x200.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-1-1030x687.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-1-768x512.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-1-705x470.webp 705w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/><\/p>\n<h3><\/h3>\n<h3><br class=\"avia-permanent-lb\" \/>Step 2: Extract Email Addresses with Formatter<\/h3>\n<p>To make use of participant email addresses in later steps, you&#8217;ll need to extract them from your tl;dv recordings.<\/p>\n<ol>\n<li>Select <strong>Formatter<\/strong> and choose <strong>Text<\/strong> as the Action Event.<\/li>\n<li>In the Configuration part:\n<ol>\n<li>Set the <strong>Transform<\/strong> field to <strong>Extract Email Address.<\/strong><\/li>\n<li>In the input field, choose <strong>Participant email<\/strong>, and click b.<\/li>\n<\/ol>\n<\/li>\n<li>Test the configuration, then move to the next step.<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-111680\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-2-1.webp\" alt=\"\" width=\"1080\" height=\"720\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-2-1.webp 1080w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-2-1-300x200.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-2-1-1030x687.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-2-1-768x512.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-2-1-705x470.webp 705w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/> <br class=\"avia-permanent-lb\" \/><br class=\"avia-permanent-lb\" \/><img decoding=\"async\" class=\"alignnone size-full wp-image-111682\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-2-2.webp\" alt=\"\" width=\"1080\" height=\"720\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-2-2.webp 1080w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-2-2-300x200.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-2-2-1030x687.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-2-2-768x512.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-2-2-705x470.webp 705w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/><\/p>\n<h3><br class=\"avia-permanent-lb\" \/><br class=\"avia-permanent-lb\" \/>Step 3: Reformat Line Items with Utilities<\/h3>\n<p>The last step grabbed participants\u2019 email addresses. Now, let&#8217;s format them properly so they&#8217;re easier to use.<\/p>\n<ol>\n<li>First, select <strong>Formatter<\/strong>, choose <strong>Utilities<\/strong> as the Action Event, and click <strong>Continue<\/strong>.<\/li>\n<li>In the Configuration:\n<ol>\n<li>In the <strong>Transform<\/strong> field, choose <strong>Line-item to Text<\/strong>,<\/li>\n<li>In the <strong>Input<\/strong> field, select <strong>2. Output, which is participant&#8217;s email<\/strong><\/li>\n<li>In the separator field <strong>put a comma<\/strong>, and click <strong>Continue.<\/strong><\/li>\n<\/ol>\n<\/li>\n<li>Test the setup.<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-111686\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-3-1.webp\" alt=\"\" width=\"1080\" height=\"720\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-3-1.webp 1080w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-3-1-300x200.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-3-1-1030x687.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-3-1-768x512.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-3-1-705x470.webp 705w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/> <br class=\"avia-permanent-lb\" \/><br class=\"avia-permanent-lb\" \/><img decoding=\"async\" class=\"alignnone size-full wp-image-111688\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-3-2.webp\" alt=\"\" width=\"1080\" height=\"720\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-3-2.webp 1080w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-3-2-300x200.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-3-2-1030x687.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-3-2-768x512.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-3-2-705x470.webp 705w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/><\/p>\n<h3><br class=\"avia-permanent-lb\" \/><br class=\"avia-permanent-lb\" \/>Step 4: Split Text to Extract Names<\/h3>\n<p>This step allows you to break down a list of participant names and pick individual ones for later actions. Here\u2019s how:<\/p>\n<ol>\n<li>Select <strong>Formatter<\/strong>, choose <strong>Text<\/strong> as the Action Event, and click <strong>Continue<\/strong>.<\/li>\n<li>In the Configuration:\n<ol>\n<li>In the <strong>Transform<\/strong> field, choose <strong>Split Text<\/strong>,<\/li>\n<li>As your input, select <strong>Participants Name<\/strong><\/li>\n<li>In the separator field <strong>put a comma<\/strong>, and click <strong>Continue<\/strong>.<\/li>\n<\/ol>\n<\/li>\n<li>Test the setup, and move the next step.<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-111690\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-4-1.webp\" alt=\"\" width=\"1080\" height=\"720\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-4-1.webp 1080w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-4-1-300x200.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-4-1-1030x687.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-4-1-768x512.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-4-1-705x470.webp 705w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/> <br class=\"avia-permanent-lb\" \/><br class=\"avia-permanent-lb\" \/><img decoding=\"async\" class=\"alignnone size-full wp-image-111692\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-4-2.webp\" alt=\"\" width=\"1080\" height=\"720\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-4-2.webp 1080w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-4-2-300x200.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-4-2-1030x687.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-4-2-768x512.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-4-2-705x470.webp 705w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/><\/p>\n<h3><br class=\"avia-permanent-lb\" \/><br class=\"avia-permanent-lb\" \/>Step 5: Reformat Text for Consistency<\/h3>\n<p>The last step grabbed participants\u2019 names. Now, let&#8217;s format them properly so they&#8217;re easier to use.<\/p>\n<ol>\n<li>Select <strong>Formatter<\/strong>, choose <strong>Utilities<\/strong> as the Action Event, and click <strong>Continue<\/strong>.<\/li>\n<li>In the Configuration,\n<ol>\n<li>Set the <strong>Transform<\/strong> field as <strong>Line-item to Text<\/strong>,<\/li>\n<li>In the Input field, select<strong> 4. Output, <\/strong>which is the participant&#8217;s name<\/li>\n<li>In the separator field <strong>put a comma<\/strong>, and click Continue.<\/li>\n<\/ol>\n<\/li>\n<li>Test the setup and move forward.<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-111694\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-5-1.webp\" alt=\"\" width=\"1080\" height=\"720\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-5-1.webp 1080w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-5-1-300x200.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-5-1-1030x687.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-5-1-768x512.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-5-1-705x470.webp 705w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/> <br class=\"avia-permanent-lb\" \/><br class=\"avia-permanent-lb\" \/><img decoding=\"async\" class=\"alignnone size-full wp-image-111696\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-5-2.webp\" alt=\"\" width=\"1080\" height=\"720\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-5-2.webp 1080w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-5-2-300x200.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-5-2-1030x687.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-5-2-768x512.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-5-2-705x470.webp 705w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/><\/p>\n<h3><br class=\"avia-permanent-lb\" \/><br class=\"avia-permanent-lb\" \/>Step 6: Filter External Meetings<\/h3>\n<p class=\"whitespace-pre-wrap break-words\">Want to focus on meetings with participants outside of your own workspace and domain? Let&#8217;s set up a filter to handle only your external meetings:<\/p>\n<ol>\n<li>Select <strong>Filter<\/strong> as the app and click <strong>Continue<\/strong>.<\/li>\n<li>In the Configuration part:\n<ol>\n<li>Select <strong>Meeting type (External\/Internal)<\/strong><\/li>\n<li>Choose <strong>(Text) Contains<\/strong><\/li>\n<li>Type <strong>\u201cexternal\u201d<\/strong> so that you&#8217;re processing only the meeting with users from external domains.<\/li>\n<li>Click Continue<\/li>\n<\/ol>\n<\/li>\n<li>Test the filter, and move to the next step.<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-111698\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-6-1.webp\" alt=\"\" width=\"1080\" height=\"720\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-6-1.webp 1080w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-6-1-300x200.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-6-1-1030x687.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-6-1-768x512.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-6-1-705x470.webp 705w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/> <br class=\"avia-permanent-lb\" \/><br class=\"avia-permanent-lb\" \/><img decoding=\"async\" class=\"alignnone size-full wp-image-111700\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-6-2.webp\" alt=\"\" width=\"1080\" height=\"720\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-6-2.webp 1080w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-6-2-300x200.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-6-2-1030x687.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-6-2-768x512.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-6-2-705x470.webp 705w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/><\/p>\n<h3><br class=\"avia-permanent-lb\" \/><br class=\"avia-permanent-lb\" \/>Step 7 &amp; 8: Find or Create a Person in Livespace<\/h3>\n<p>The next step is to handle your participant&#8217;s contact information in Livespace. We&#8217;ll either find their existing contact or create a new one if they&#8217;re not in the system yet:<\/p>\n<ol>\n<li>Select <strong>Livespace<\/strong> as the app and choose <strong>Find a Person<\/strong> as the Action Event.<\/li>\n<li><strong>Connect your Livespace accoun<\/strong>t and click <strong>Continue<\/strong>.<\/li>\n<li>In the Person email field, select the <strong>Output item with an email address<\/strong><\/li>\n<li>Ensure the <strong>checkbox<\/strong> for <strong>Create Livespace Person if it doesn\u2019t exist yet is selected<\/strong><\/li>\n<li>Next, add the following information as Outputs:\n<ol>\n<li>Person firstname and lastname<\/li>\n<li>Person emails<\/li>\n<\/ol>\n<\/li>\n<li>Test the setup and move to the next step,<\/li>\n<\/ol>\n<div style=\"background-color: #e7f9e9; padding: 40px; border-radius: 4px; text-align: left;\">\n<p><strong>\u26a0\ufe0f Multiple participants? Duplicate this step, but remember:<\/strong><\/p>\n<ul>\n<li class=\"whitespace-normal break-words\">First setup: Select Participant 1&#8217;s email as output<\/li>\n<li class=\"whitespace-normal break-words\">Second setup: Select Participant 2&#8217;s email as output<\/li>\n<\/ul>\n<\/div>\n<h3><br class=\"avia-permanent-lb\" \/><img decoding=\"async\" class=\"alignnone size-full wp-image-111705\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-7-1.webp\" alt=\"\" width=\"1080\" height=\"720\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-7-1.webp 1080w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-7-1-300x200.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-7-1-1030x687.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-7-1-768x512.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-7-1-705x470.webp 705w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/> <br class=\"avia-permanent-lb\" \/><br class=\"avia-permanent-lb\" \/><img decoding=\"async\" class=\"alignnone size-full wp-image-111707\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-7-2.webp\" alt=\"\" width=\"1080\" height=\"720\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-7-2.webp 1080w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-7-2-300x200.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-7-2-1030x687.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-7-2-768x512.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-7-2-705x470.webp 705w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/><\/h3>\n<h3><br class=\"avia-permanent-lb\" \/><br class=\"avia-permanent-lb\" \/>Step 9 &amp; 10: Add a Meeting Note in Livespace<\/h3>\n<p>Finally, let\u2019s log the meeting details in Livespace by adding a note to the person\u2019s profile:<\/p>\n<ol>\n<li>Select <strong>Livespace as the app<\/strong> and choose <strong>Add Person Note<\/strong> as the Action Event.<\/li>\n<li><strong>Connect your Livespace account<\/strong> and click Continue.<\/li>\n<li><strong>Choose the Person ID<\/strong> field in the Output from the <strong>&#8220;Find a Person&#8221;<\/strong> step.<\/li>\n<li><strong>Add meeting details in the Note<\/strong> field by selecting fields such as <em>(we recommend to add each element in a separate line<\/em>):\n<ol>\n<li>Meeting Recording Link<\/li>\n<li>Meeting Title<\/li>\n<li>Meeting Recorded at<\/li>\n<li>Participant name<\/li>\n<li>Notes without Timestamps<\/li>\n<li>Optionally, add a tag (e.g., &#8220;tldv-meeting&#8221;).<\/li>\n<\/ol>\n<\/li>\n<li>Test the setup, and your Zap is ready!<\/li>\n<\/ol>\n<div style=\"background-color: #e7f9e9; padding: 40px; border-radius: 4px; text-align: left;\">\n<p><strong>\u26a0\ufe0f Multiple participants? Duplicate this step, but remember:<\/strong><\/p>\n<ul>\n<li class=\"whitespace-normal break-words\">First setup: Select Participant 1&#8217;s ID as output<\/li>\n<li class=\"whitespace-normal break-words\">Second setup: Select Participant 2&#8217;s ID as output<\/li>\n<\/ul>\n<\/div>\n<h2><img decoding=\"async\" class=\"alignnone size-full wp-image-111709\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-10-1.webp\" alt=\"\" width=\"1080\" height=\"720\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-10-1.webp 1080w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-10-1-300x200.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-10-1-1030x687.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-10-1-768x512.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-10-1-705x470.webp 705w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/> <br class=\"avia-permanent-lb\" \/><br class=\"avia-permanent-lb\" \/><img decoding=\"async\" class=\"alignnone size-full wp-image-111711\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-10-2.webp\" alt=\"\" width=\"1080\" height=\"720\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-10-2.webp 1080w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-10-2-300x200.webp 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-10-2-1030x687.webp 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-10-2-768x512.webp 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zapier-step-10-2-705x470.webp 705w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/><\/h2>\n<h2><span class=\"ez-toc-section\" id=\"Understanding_the_Tools\"><\/span><br class=\"avia-permanent-lb\" \/><br class=\"avia-permanent-lb\" \/>Understanding the Tools<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3>tl;dv: Your AI-powered Meeting Assistant<\/h3>\n<p>tl;dv serves as your dedicated meeting documentation specialist, capturing every sales conversation across platforms like Google Meet, Zoom, and MS Teams. It goes beyond simple recording by providing intelligent transcription and making every conversation searchable.<\/p>\n<p>Whether you need to revisit a specific discussion point or share key moments with team members, tl;dv ensures that no valuable information is lost.<\/p>\n<h3>Livespace: Your Ultimate CRM Solution<\/h3>\n<p>Livespace transforms traditional customer relationship management into a dynamic sales command center. It orchestrates your entire sales process, from initial contact to closed deal, while maintaining a detailed history of all customer interactions.<\/p>\n<p>By centralizing your sales operations, Livespace gives you clear visibility into your pipeline and helps drive informed decisions based on comprehensive customer data.<\/p>\n<h3>The Power of Integration<\/h3>\n<p>When tl;dv and Livespace work together through Zapier, they create a documentation workflow that elevates your sales process. Every sales call recorded in tl;dv automatically finds its place in Livespace, attaching itself to the relevant contact or deal. This integration eliminates the manual work of updating records and ensures that your CRM always contains the full context of every customer interaction.<\/p>\n<p>The synergy between these tools transforms how your team manages customer information. Sales representatives can focus entirely on building relationships during calls, knowing that every important detail is being captured and organized automatically. When they need to follow up or prepare for the next interaction, they&#8217;ll find complete conversation histories, including recordings and transcripts, right where they need them in Livespace.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Maximizing_Your_Integration\"><\/span>Maximizing Your Integration<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>To get the most value from this automation, establish these key practices:<\/p>\n<p><strong>Keep your meeting protocols consistent.<\/strong> Use standardized naming conventions and ensure proper participant identification in every call. This consistency helps maintain clean, organized records in your CRM.<\/p>\n<p><strong>Regularly review your automation performance<\/strong>. Check that recordings are being properly categorized and that meeting notes are appearing in the right contact records. This oversight helps catch and address any issues early.<\/p>\n<p><strong>Train your team thoroughly.<\/strong> Ensure everyone understands how to access and utilize the automated documentation. This knowledge empowers them to make the most of the available information during follow-ups and strategic planning.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span>Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The integration of tl;dv and Livespace CRM through Zapier represents more than just a technical connection \u2013 it&#8217;s a transformation of your sales documentation process. By automating the capture and organization of meeting information, your team can focus on what truly matters: building relationships and closing deals.<\/p>\n<p>The result is a more efficient, more effective sales operation where every customer interaction is preserved and easily accessible. No more compromising between active listening and note-taking, no more post-meeting scramble to document discussions, and no more lost opportunities due to missing information.<\/p>\n<div style='text-align:center' class='yasr-auto-insert-visitor'><\/div>","protected":false},"excerpt":{"rendered":"<p>In sales, every moment spent on administrative tasks is time away from building customer relationships and closing deals. The constant juggle between engaging with [&hellip;]<\/p>\n","protected":false},"author":95,"featured_media":111715,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"yasr_overall_rating":0,"yasr_post_is_review":"","yasr_auto_insert_disabled":"","yasr_review_type":"B","footnotes":""},"categories":[291],"class_list":["post-111673","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general"],"yasr_visitor_votes":{"stars_attributes":{"read_only":false,"span_bottom":false},"number_of_votes":0,"sum_votes":0},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Meeting Notes on Autopilot with tl;dv &amp; Livespace Integration | Livespace CRM<\/title>\n<meta name=\"description\" content=\"Automate sales meeting notes with tl;dv and Livespace CRM integration. 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