Overview
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.
⚠️ At the moment CRM Field mappings are available when connected to HubSpot or Salesforce.
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:
Step 1: 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.
Step 2: Map Claap Insights 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 Insights Templates.
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 Insights templates 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.
Step 3: Enable Automatic Recording and Extraction
In your Workspace Settings, configure your workspace to automatically record external meetings for yourself or your team (see Meeting Automation Preferences)
Once a meeting is recorded, Claap will extract:
Key takeaways.
Action items.
Insights based on your chosen template.
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.
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:
Example Use Case
Scenario: A Sales Meeting with Decision Makers
Before the Meeting: The Claap bot recorder joins automatically based on your calendar and automation settings.
During the Meeting: The bot recorder records the meeting, extracts insights, and flags decision criteria, budget, and competitors mentioned.
After the Meeting:
Key takeaways and action items are displayed in Claap and shared with specific workspaces members.
The decision criteria field and other custom fields in your CRM are updated with insights from the meeting.
A follow-up email template is generated, which the rep can customize and send.
Frequently Asked Questions
Q: Can I customize the insights captured by Claap?
Yes, you can create custom templates or modify existing ones. Each section can be mapped to specific CRM fields, and prompts can be tailored to your needs.
Q: What if I need to modify extracted data before syncing?
Claap allows you to edit insights directly before synchronizing with your CRM. Simply update the fields and re-sync.
Q: Does the feature support multiple languages?
Yes, Claap supports transcription and summarization in 99 languages. The default language is based on the conversation’s language.
Q: Can Claap handle multiple meetings for the same deal?
Yes, a meeting recording is automatically mapped to the most relevant Deal entity in your CRM, and several meetings can be mapped to the same deal. Find out more about how the Deal is selected in How are Meeting Recordings matched to CRM Objects?
By automating data capture and CRM updates, Claap’s CRM Fiel Enrichment feature empowers sales teams to focus on building relationships and closing deals. Configure your workspace today and start saving time while improving your CRM’s data quality.