Your CRM, updated after every call.
Your CRM is updated after every call, and its data comes back into Triple Session, so every deal has the full picture without data entry.
Every mapped field is pushed to the CRM when the call ends.
Meeting summary
- Ivy set Leo up on SSO; his meeting bot now joins his calls.
- Dana confirmed the 10 seats in the Sep 2 proposal, at $24,000.
- Success criteria: every sales call recorded and summarized in the CRM for two weeks.
- Pricing against their current notetaker is still open. Dana expects a decision by Oct 30.
Key stakeholders
- Dana Whitlock (Halcyon, champion and CRM owner)
- Leo Marsh (Halcyon, Sales Team Lead, trial user)
- Marcus Feld (Halcyon, SVP of Revenue, not on the call)
Action items
- Ivy to send the price comparison by Oct 9.
- Leo to invite his team to the trial this week.
- Dana to confirm Marcus for Oct 13 at 11:00 AM.
Every call in the CRM, without typing it in.
Fill any CRM field.
Every MEDDICC field, or anything else your scorecards capture, goes to the CRM field you choose.
Suggested fields.
Triple Session suggests the right CRM field for each one. Apply it in one click.
Calls on the right deal.
Each call is linked to its deal, contact, company and any custom object automatically.
Updates for each call type.
Discovery calls, demos and proposals each update the fields that matter for them.
Two-way sync.
Triple Session also reads your CRM, so deal insights combine its data with your calls and emails.
Notes and tasks, pushed for you.
Call notes go to the CRM and action items become tasks as soon as the meeting ends.
Choose what each call fills in.
Send every MEDDICC field from your calls to the deal, or anything else your scorecards capture, like next steps or competitors. Pick the CRM field each one goes to, and it is updated after every call.
Suggested fields
Triple Session suggests a CRM field for everything you capture. Apply the ones you agree with.
Any field type
Text, dropdown, date and checkbox fields, including the custom ones your team created.
Update, replace or ignore
For each field, choose whether new information is added, replaces what is there or leaves a filled field alone.
Different updates for each call type.
A demo should not update the same fields as a discovery call. Set up an automation for each type of call, and it runs when the meeting ends.
One automation per call type
Discovery calls fill the MEDDICC fields and demos fill the product fit fields.
Test before it goes live
Run an automation on a past call and check the result before you switch it on.
Every run logged
See what each automation changed, on which record and when.
Every call lands on the right record.
Calls are linked to the right deal, contact, company or custom object. When the meeting ends, the notes go to your CRM and action items become tasks for the right person.
HubSpot and Salesforce
Works with deals, contacts and companies in both CRMs, plus custom HubSpot objects.
Automatic, or after a review
Let updates go out on their own, or review each change before it is saved.
Matched by pipeline and stage
Matching rules decide which open deal a call belongs to.
Insights from your CRM, too.
The sync works both ways. Pulse reads your CRM and combines it with what was said on calls and in emails, so every deal shows its value, stage and the people on the buying team.
Before you book a demo
What teams ask about field mapping, overwrites and letting AI write to their CRM.
Which CRMs does it work with?
HubSpot and Salesforce. Calls are linked to deals, contacts and companies in either one, and you can also link calls to your custom HubSpot objects.
Does it update the CRM on its own?
Only if you want it to. Push every update automatically when the call ends, or have the person who ran the call review and approve each field first. Either way you see exactly what changes, like an amount going from $18,400 to $24,000.
Which fields can it fill?
Any field on a deal, contact or company: text, dropdown, date and checkbox, including the custom fields your team created. You map each scorecard insight to the field it should fill, and Suggest matches proposes a field for every insight you haven't mapped yet.
Will it overwrite what's already in the CRM?
You decide per field. A new value can update the field by adding to what is there, replace it, or be ignored when the field is already filled. Nothing is overwritten unless you set the field to replace.
How are calls matched to the right records?
From the call itself: who attended, their email addresses and the meeting. Deal matching rules narrow it down by pipeline and stage. When a call matches more than one kind of record, such as a deal and a contact, notes go to every match, or only to the first one in your priority order.
What gets written to the CRM?
The deal insights from the call's scorecard, the call notes as a note or a meeting record, and tasks created from the call's action items, assigned to the person who owns them.
Does it also read from the CRM?
Yes, the sync works both ways. Pulse reads each deal's CRM record, such as its value, stage and contacts, and combines it with your calls and emails, so deal insights reflect both what is in the CRM and what was said.
Can different calls update different fields?
Yes. Automations pair each scorecard with a CRM record type and its field mappings, so a discovery call fills the MEDDICC fields on the deal and a demo fills the product fit fields. Each one runs when a meeting of that type ends.
Can we test it before it writes to our CRM?
Yes. Test an automation on a past call before you switch it on, and check the logs to see what every run wrote, to which record and when.
How much does it cost?
CRM Auto-Update is part of the AI Coach plan, at $55 per user per month, billed annually. Onboarding maps your CRM fields with you.
Still have a question? Ask us on a demo
Stop typing calls into the CRM.
Two-way sync keeps your CRM up to date after every call and brings its data into every deal.