⚠️ CRM field mappings are available when connected to HubSpot, Salesforce or Pipedrive. |
The CRM Enrichment feature in Claap automates the process of capturing, organizing, and synchronizing critical meeting data with your CRM. This feature is designed to save time for sales teams, ensure uniform and reliable data in the CRM, and support better deal forecasting and coaching.
With Claap’s CRM Enrichment, you can:
Automatically extract key insights from meetings and map them to specific CRM fields.
Create custom templates based on sales methodologies like SPICED or MEDDIC.
Send structured notes, summaries, and key takeaways directly to your CRM.
Save time by automating follow-up emails and tasks.
Maintain flexibility to review, edit, and validate data before synchronization.
This guide will walk you through how to configure and use the CRM Enrichment feature.
Supported CRM objects
Claap can write enriched values to the following objects:
HubSpot: Contact, Company, Deal, Meeting, Call, and Lead
Salesforce: Contact, Account, Opportunity, and the Event linked to a Meeting or Call. Meeting and Call groups only appear for HubSpot and Salesforce because Pipedrive has no equivalent objects.
Pipedrive: Person, Organization, Deal, and Activity (only the note field can be written on activities). Pipedrive leads are not supported.
For each object, both standard and custom properties are available in the CRM field menu when you configure your template sections. Empty groups are hidden, so you only see the objects available on your connected CRM.
A few specifics on the HubSpot engagement and lead objects:
Meeting and Call enrichment write AI-extracted data into the HubSpot engagement created from the recording.
Lead enrichment writes to the active Lead(s) associated with the meeting's external attendees. Claap resolves the HubSpot Contact by attendee email, finds their active Leads (Leads with status CLOSED or DISQUALIFIED are excluded), and writes the enriched values there. If a contact has no active Lead, nothing is written for that contact.
⚠️ Lead enrichment requires the optional HubSpot scopes crm.objects.leads.read and crm.objects.leads.write. If your HubSpot connection doesn't include them, Lead fields are hidden in the menu. Reconnect HubSpot and grant the lead scopes to enable it.
Key Benefits
Enhanced Productivity
Sales reps save up to 30 minutes per meeting by automating tasks like note-taking, CRM updates, and follow-up emails.Accurate CRM Data
Claap ensures data is entered uniformly, reducing errors and improving deal forecasting.Flexible Insights Mapping
Easily map extracted meeting insights to CRM fields (e.g., decision criteria, budget, tools used).Improved Collaboration
Managers and teams can access video recordings, summaries, and structured insights for coaching and knowledge sharing.Customizable Templates
Adapt templates to match your sales processes, ensuring relevance for every meeting.
Setting Up CRM Enrichment
Here's a short CRM Field Enrichment Tutorial in video:
Connect Your CRM
Navigate to Workspace Settings in your Claap Workspace.
Click on Integrations and select your CRM (e.g., HubSpot).
Follow the on-screen prompts to authenticate and connect your CRM account.
⚠️ If you’ve previously connected your CRM, you may need to reauthenticate and/or reauthorize to enable advanced features like field-level synchronization.
Map Claap Fields to CRM Fields
Templates in Claap are structured as a list of sections, each tied to specific insights you want to capture during a meeting.
Navigate to Workspace Settings in your Claap Workspace.
Go to FIELDS.
Use one of the default templates (e.g., SPICED, MEDDIC) or create a new one.
For each section:
Add a Title (e.g., “Budget”) and icon.
Map the section to a CRM Field (e.g., “Amount”). The Type will be automatically selected.
Define a Prompt to extract specific information (e.g., “What is the budget discussed during the call?”).
You can also access and edit Fields directly from a meeting recording. Just click on the template name in the Insights tab.
💡 Pro Tip: Test your template on multiple recordings to ensure accurate results.
Configure how each field syncs to your CRM
Sync behaviour is set on each field, in the field's create or edit drawer. There are no global enrichment settings on the CRM integration page anymore. Each field can behave according to its object (meeting, deal or company) and its type (single or multi select).
Override the sync behaviour on a single field
Set a sync mode on the field itself to control how that property is written to your CRM. Four modes are available:
Mode | Behaviour |
Only if empty | Writes to the CRM property only if it is currently empty |
Only if empty, append when possible | Writes if empty, or appends to the existing value when the field type allows it |
Always overwrite | Always overwrites the CRM value with the Claap value |
Default value | Clears the field-level configuration and falls back to the CRM-level setting |
This works on recording, deal and company insights fields, and is configured directly from the web app. No support request needed.
Typical use: set Only if empty on the two or three properties your team fills by hand and does not want touched.
Linking a field never overwrites a value already in your CRM, and relinking a field keeps its current sync mode. For fields set to overwrite, an older value never replaces a newer one already in the CRM.
Link fields and sync existing values
You can see and edit every field's CRM link in Settings → Fields, in the CRM field column (shown when HubSpot, Salesforce or Pipedrive is connected). Admins click the pill to relink to another property, or click Link field on an unlinked row. Other users see the column read only. Fields whose type can't sync, such as Rating, show a dash.
In the picker, some CRM properties are greyed out because their type doesn't match the field, or the property is missing some of the field's options. Hover to see the reason. To change the field's type, use Edit field.
When you link a field, a Sync existing values? dialog offers to push values that already exist. Choose Sync N now or Skip. Past records are not regenerated: only existing values are pushed, and empty ones fill on their next generation.
To push again later, click the sync icon on an AI cell in the meetings and deals tables, or click the sync column in Settings → Fields, which shows the last sync time. When linking from a view, a sync covers the whole view, up to 10,000 records per run.
Append Insight data to existing data
Choose whether to append or replace fields which are already populated in your CRM when triggering a manual sync:
On: "appendable" fields will have their content appended, non-appendable fields are overwritten.
Off: All fields are overwritten
Auto-enrich empty & append-mode fields
Choose whether to automatically enrich CRM fields. This configuration enables automatic enrichment, which means that deals, companies, and contacts will be automatically enriched when a new recording is processed:
On: Automatic enrichment will be triggered after generating the Insights for a new recording. Values will be appended to "appendable" fields and populated only if originally empty for non-appendable fields. Any non-appendable filled fields will remain untouched.
Off: No automation is done; CRM sync needs to be triggered manually
Note that automatic enrichment always appends, regardless of the value configured in the setting “Append Insight data to existing data”.
⚠️ Auto-enrichment of fields in the CRM is only performed when a recording is created. Syncing fields with your CRM after the initial processing can only be done by triggering a manual CRM sync on that recording page.
💡 See the FAQ below for a detailed list of what will happen to your properties depending on their type and the chosen setting.
💡 Once these setup steps are completed, anytime a meeting is recorded, Claap will:
Extract key takeaways (in the Overview)
Extract action items (in the Overview)
Generate a summary (in the Overview)
Assign the meeting to the desired folder
Extract insights based on folder template(s)
Populate your CRM based on the extracted insights
Using the CRM Enrichment Feature
Post-Meeting Workflow
After a meeting is recorded and processed, Claap provides:
A Meeting Overview
Access a full transcript, linear summary, and key takeaways in Claap.
See who is speaking and for how long with Speaker insights
Use the structured insights (e.g., decision criteria, pain points) to understand the meeting highlights quickly.
CRM Updates
Insights are auto-mapped to CRM fields.
Review and validate data before syncing with your CRM.
Note: depending on your CRM integration settings (see 💡 below), the CRM fields may be automatically synced)Modify insights manually if needed and re-synchronize.
Follow-Up Emails
Generate follow-up emails based on the meeting's discussion.
Customize these emails using your predefined templates.
Direct Access to your deals
Get an overview of your CRM deal inside Claap. Just hover over the deal at the top of your page to see the size, stage, age, and more:
💡 If you prefer to have insights and CRM fields automatically synced instead of having to manually review and validate each, head to your integration configuration in Claap and enable the Auto-enrich feature for your integration. See the HubSpot or Salesforce articles for more details.
Troubleshooting
My "Auto run" toggle keeps turning itself off
This has been fixed. Turning on Auto run for an field now sticks, and your fields are generated automatically after each new recording, no manual trigger needed. The same fix applies to "Save as template", so your field automation now saves correctly into templates for a smooth rollout across your team.
💡 If you set this up while the issue was live, just re-enable Auto run on your field and you're all set, happy to walk you through it if useful. |