How does Claap find relevant CRM information for a meeting recording and manage to display it next to it?
This page will guide you through the process of linking a call to your CRM. Let's get started!
1. How do we select a Contact?
Claap retrieves information about participants in a meeting when a recording is completed.
For each participant, we search for the Contacts in your CRM which have a matching email address.
2. How do we select a Company?
We select the Company linked to the retrieved Contact(s).
What happens when you have a meeting with multiple contacts from different companies? Claap supports having multiple companies attached to a meeting.
3. How do we select a Deal?
In order to select which Deal needs to be linked to the meeting, we first look for all deals for the companies selected in the previous step. We then proceed with the following logic:
We first look for a deal that was opened during the meeting.
If we cannot find an open deal, we then search for a deal that was created within 30 days after the meeting.
If no deal is found, we then look for a deal that was closed within 30 days before the meeting.
If we still cannot find a matching deal, we then select the deal that was closed after the meeting date.
Finally, if no deal is found, we select the deal that was closed before the meeting date.
If multiple deals are found at any step, we prioritize the open deal with the closest creation date to the meeting date.
4. What if no Deal is selected?
An automatic synchronisation is performed on a daily basis to attempt to find a relevant deal for meeting recordings which do not have any Deal matched yet. This daily job follows the matching rules above and is run for all meetings of the last 7 days which are still without a deal.