Update CRM deal fields
Fill key opportunity fields, like next steps, pain and qualification, from what buyers said on calls.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
After conversations are processed and configured CRM updates run
- 2Context
Avoma AI Meeting Assistant reads meeting conversations, extracted deal information, and configured CRM field mappings
- 3Reason
Map confirmed information from conversations to the right CRM fields
- 4Act
Update mapped opportunity fields with information from conversations
- 5Human judgment
Rep or RevOps reviews changes that need approval
Native feature
Use information captured from customer conversations to populate supported CRM fields, including qualification details, through configured field mappings.
How this works
Shown for:
- 1Trigger
A call ends and is analyzed
- 2Context
An Avoma agent (Avoma agentic platform) watches call signals, your field mapping, CRM deal fields
- 3Reason
Map confirmed information from conversations to the right CRM fields
- 4Act
Update mapped opportunity fields with information from conversations, each time it's warranted
- 5Human judgment
Rep or RevOps reviews changes that need approval
Agent
Keep deal fields updated. The agent extracts relevant information from conversations, matches it to mapped CRM fields, and prepares changes for review or syncing based on your configuration.
What good looks like
The best CRM data comes from what buyers said.
Map only fields you can fill from conversations
Guessing at a field is worse than leaving it blank.
Require review for judgment fields
Stage and forecast category need a human call.
Audit the mappings each quarter
New fields and stages break old mappings.
Customer stories
What teams say
The killer feature for us is the ability to customize the notes/summary structure and sync the notes directly to Salesforce. This along with auto scoring of calls is saving our team a bunch of time.
Seamless CRM integration makes your workflow effortless. The notes are automatically synced to Zoho, and recordings never expire, so your team can revisit and evaluate every conversation anytime.
The connection to Clickup and Hubspot saves us at least 5 hours week per project manager and it saves 10+ hours of wasted onboarding effort when launching a new client.
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