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Documentation Index

Fetch the complete documentation index at: https://docs.triplesession.com/llms.txt

Use this file to discover all available pages before exploring further.

Triple Session’s CRM Automation lets you define rules that automatically fill or update CRM properties the moment a call is processed — no manual clicking required. Once a call ends and analysis completes, the automation runs and writes the results directly to your HubSpot or Salesforce records.
Access to Automations is required to use this feature. Contact your account manager if you don’t see Automations in your workspace.

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Supported CRMs and objects

CRMSupported objects
HubSpotDeals, Contacts, Companies
SalesforceOpportunities

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How to set up a CRM update automation

1

Open Automations

In Triple Session, navigate to Automations and click New Automation.
Opening the Automations section and creating a new automation
2

Add a CRM update action

Click Add Action, then change the action type to Update CRM.
Selecting Update CRM as the action type
3

Select a scorecard and object type

Choose the scorecard whose results should trigger the CRM update.Then select the CRM object you want to update — Deal, Contact, Company, or Opportunity — depending on your CRM.
Selecting a scorecard and CRM object type
4

Map fields between Triple Session and your CRM

Define which CRM fields to fill or update. You can map multiple fields from the scorecard to CRM properties within a single automation.For text fields, choose how to handle existing data:
  • Append — adds new data to the existing field content.
  • Replace — overwrites the existing content entirely.
Each automation applies to one scorecard and one object type.
Mapping Triple Session fields to CRM properties
5

Save and enable the automation

Click Save, then change the status from Draft to Live.The automation starts running as soon as calls end.
Setting the automation status to Live

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Monitor results

Click Logs at any time to review how the automation is performing. The log shows:
  • How many times the automation has run
  • Success or error status for each execution
Automation logs showing execution history and status

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Automation settings for notes (Settings > AI Coach > CRM)

In addition to the Automations builder above, Triple Session also provides a simpler toggle-based approach for automatically pushing Notes to your CRM after every call. You can find these settings under Settings > AI Coach > CRM.
The settings-based automatic push only sends information as CRM Notes. It does not automatically update specific CRM Properties. To automatically update properties, use the Automations builder described in the steps above.
When you enable Automatically Push Notes to CRM, you can configure:
  • Which objects receive the notes (Deal, Contact, Company, Lead).
  • What content to push — Summary, Deal Insights, or Summary + Deal Insights.
  • Where notes are stored — the CRM Notes object or the Meetings object.
Field mappings for property updates are always configured separately in Settings > CRM. See Map Fields for instructions.

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Security and control

  • Data is only written to CRM fields you explicitly define in the automation.
  • You can pause any automation at any time by toggling its status from Live back to Draft.
  • Logs give full visibility into every automation execution.

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Best practices

  • Start with one scorecard. Validate that the field mapping works as expected before rolling out additional automations.
  • Use append mode when syncing qualitative feedback or notes, so existing context isn’t lost.