Plaud Integration

Your voice notes, transcribed into your CRM.

You leave a meeting, you talk for 2 minutes into your Plaud. The transcription arrives in Lea, ready to be linked to the right deal in 1 click.

What is Plaud?

Plaud is a pocket audio recorder (clip or card) that automatically transcribes your recordings via AI. Ideal for field sales: you leave a meeting or call, dictate 2 minutes, and you no longer have to type up a report, it's generated for you. Lea integrates natively with Plaud so these notes arrive directly in the CRM, on the right contact.

  • Physical recorder (Plaud Note clip or Plaud Pro card)
  • Auto transcription + structured summary generated by Plaud's AI
  • Auto push to Lea via HMAC-signed webhook
  • Dedicated /plaud-notes inbox to process in batch when you get back

How it works

From the field to the CRM, in 3 steps, 2 of which you don't have to do yourself.

  1. You record with your Plaud

    You click your Plaud after a meeting or call. You speak, dictate what happened, the next steps, the context. The recording stops when you click again.

  2. Plaud transcribes + sends to Lea

    The Plaud app transcribes the audio, generates a structured summary (and « tabs » with next steps, key points, etc. if you use Plaud Pro templates). Everything is pushed to Lea via an HMAC-signed webhook, per tenant.

  3. You link in 1 click from the inbox

    The note arrives in « PENDING » status in Lea's /plaud-notes page. You pick the relevant contact or deal, optionally check « create a note on the card », click « Assign ». The transcription and summary are automatically created as a linked Note.

/plaud-notes

The /plaud-notes inbox

All your Plaud notes arrive in a dedicated inbox. You can process them in batch when you get back to the office or in the morning before starting your day. No automatic matching on phone or email, you choose the contact or deal, because you know better than the algo who you're talking about.

  • List of pending notes, sorted by recording date (most recent on top)
  • Display of Plaud summary + full transcript + structured tabs (if available)
  • Search a contact or deal by name in the assignment modal
  • « Create a note on the card » option (checked by default)
  • « Ignore » button if the note shouldn't end up in the CRM

Why it's useful

For the field salesperson

You leave a meeting in Lyon, you take the highway. Instead of taking notes while driving or trying to remember everything until 7pm, you dictate 2 minutes. The report is in Lea by evening, ready to be linked.

After a phone call

You hang up, you click your Plaud, you dictate the 3 next steps. No need to open the CRM right away, the note waits in the inbox until you have 30 seconds to file it.

External memory

All your qualified exchanges end up in Lea, by contact or by deal. When you pick up a file again 6 months later, you have your history. No knowledge lost in an inbox or a Notion.

Hosted in Europe

Transcriptions arrive and stay in Lea, hosted in Amsterdam. No Cloud Act on your client meeting notes.

Sécurité

Security & isolation

The Plaud → Lea webhook is secured to prevent third parties from pushing fake notes into your tenant.

  • HMAC-SHA256 signed webhook, every payload is verified before being accepted
  • Tenant-specific URL: `/api/webhooks/plaud/{tenantSlug}`, a shared secret unique to you
  • Strict tenant isolation at the DB layer (Row-Level Security via tenantId)
  • No cross-tenant matching, your notes can't land in another account
  • Audit logs kept 6 months (Starter) to 5 years (Enterprise)

Configure Plaud → Lea

Activatable from your /settings/integrations area in 5 minutes. You generate an HMAC secret, paste the URL and secret into your Plaud account, test with an empty note. Done.

See setup docs (coming V1.5)

Ready to stop typing meeting reports?