CRM Auto-Update

Put CRM updates on autopilot

Turn sales insights into the CRM data you need with no manual entry needed—your pipeline stays clean and your reps save 6+ hours every week.

TRUSTED BY
  • Aircall
  • Hubspot
  • Uber
  • Oracle
  • Zendesk

Save reps 6+ hours per week on admin work

Deal Insights interface showing Impact and Metrics sections with Salesforce and HubSpot integration
Custom Insights

Capture the data you need on your CRM

Easily customize Deal Insights to match the data you need on your CRM

Customize Deal Insights to match the data you need on your CRM fields or notes

Ensure every deal is up-to-date with complete context, without the manual effort

CRM update interface showing automatic push options and meeting/notes selection
Automatic & Manual

Choose automatic or manual updates

Push data to the CRM automatically or review and edit before sending. Update properties, notes or meetings—whatever fits your team’s workflow.

Push data to the CRM automatically or review and edit before sending

Update properties, notes or meetings—whatever fits your team's workflow

CTA background

Ready to increase your data accuracy?