⚠️ At the moment CRM Field mappings are available when connected to HubSpot or Salesforce. |
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, and Opportunity
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 AI 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 AI 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 AI 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 your CRM integration for field enrichment
In your CRM integration settings (See the HubSpot or Salesforce articles), locate the Field enrichment settings section
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.
Supported HubSpot objects. Field enrichment now also targets the HubSpot Meeting, Call, and Lead objects, in addition to Contact, Company, and Deal. Lead has its own dedicated scope, so map Lead fields separately.
💡 See the FAQ below for a detailed list of what will happen to your properties depending on their type and the chosen setting.
Automatically apply your AI Fields template with CRM enrichment to your recordings
Once you have your AI Fields configured with CRM fields and your CRM integration is setup for automatic field enrichment (Steps 1-3 above), you then need to indicate when to apply the template automatically to your recordings.
This is done by linking the template to the folder where the recordings will be added. When a recording is then added to this folder, the template is automatically applied and the CRM fields in the template automatically populated.
To complete this step, you then need to:
Assign your recordings to a folder automatically (see Meeting Automation Preferences)
Link a template to the desired folder where recordings will be assigned (see Using Insights automation for Folders)
💡 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 AI 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 AI 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 AI field and you're all set, happy to walk you through it if useful. |