You’re in the business of selling, not sales admin—that’s our job. Turning your AI summaries into CRM notes is useful but we wanted to automate your contact fields as well.
So say hello to CRM Field Enrichment 🎉 Use insights from your calls to automatically fill contact fields in your CRM.
Watch our tutorial below or keep reading:
⚠️ ⚠️ ⚠️ IMPORTANT NOTE: To start using CRM Field Enrichment, you first need to disconnect your Claap account from Hubspot, and then reconnect it.
Map Claap Insights to CRM Fields
When choosing a template, customize your prompts to connect any of your insights to a field in your CRM. Currently this feature only works with Hubspot but others are coming very soon.
Automatically update your CRM notes
Either update all your CRM fields at once or individually. Once you’ve mapped your insights, just click on the button to create or update your contacts.
See your Hubspot deals inside Claap
Stop switching tabs! Get an overview of your Hubspot deals inside Claap. Just hover over the deal at the top of your page to see the size, stage, age, and more.
If you need a personal demo or have any questions, just let us know.