Help Center

Everything you need to get the most out of Roadmappy.

Get Started

Learn the basics and get up and running with Roadmappy.

Getting started with Roadmappy

A quick overview of Roadmappy and how to set up your first workspace.

Invite your team

Learn how to invite colleagues and manage team access in Roadmappy.

Integrations

Connect Roadmappy to your existing tools and workflows.

Zoom integration

Connect your Zoom account to automatically capture and transcribe meetings.

Salesforce integration

Sync customer data and opportunities from Salesforce into Roadmappy.

HubSpot integration

Connect HubSpot to sync contacts, deals, and customer insights.

Meetings & Calls

Capture, transcribe, and analyse your customer conversations.

Learn how the Roadmappy meeting bot joins and records your calls.

Upload recordings

Manually upload meeting recordings for processing and analysis.