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Documentation Index

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

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Autofill Settings control what Triple Session does after a call is processed. Use them to choose which CRM records can be matched, what call content is pushed automatically, and where that content is stored in HubSpot or Salesforce.
Before configuring autofill, connect your CRM. See Connect HubSpot CRM or Connect Salesforce CRM.

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What you can configure

From Settings > CRM > Settings, admins can configure:
  • Automatic call linking to CRM objects.
  • Automatic note pushes after processed calls.
  • The content source for pushed notes: Summary, Deal Insights, or both.
  • Which matched CRM objects receive pushed notes.
  • Routing when more than one object type matches.
  • HubSpot Meetings, Salesforce Events, and HubSpot task creation.
The Scorecard mappings tab handles field mappings for CRM properties. See Map Fields.

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Provider differences

SettingHubSpotSalesforce
Matchable objectsDeals, Contacts, CompaniesOpportunities, Contacts, Accounts, Leads
Automatic note targetsDeals, Contacts, CompaniesOpportunities, Contacts, Accounts, Leads
Activity destinationNotes or MeetingsNotes or Events
Multi-object routingAvailable for Notes and MeetingsAvailable for Notes. Events use single-target routing
Extra settingsMeeting write mode, Meeting type, task creation, metadata cacheEvent destination
Turn this on to let Triple Session match processed calls to existing CRM records. The selected objects become the pool of records that automatic note pushes can use later. In HubSpot, select Deal, Contact, and Company as needed.
HubSpot CRM settings showing automatic call linking to Deal, Contact, and Company
In Salesforce, select Opportunity, Contact, Account, and Lead as needed.
Salesforce CRM settings showing automatic call linking to Opportunity, Contact, Account, and Lead

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Automatically push notes to CRM

Turn this on to send call information to matched CRM records after processing finishes. Choose the Content Source:
  • Summary sends the call recap and action items.
  • Deal Insights sends scorecard-based sales insights.
  • Summary + Deal Insights sends both in one CRM entry.
Then choose which matched objects should receive the note. An object must be enabled in Automatically link calls to CRM objects before it can be selected here.
Automatic note push creates CRM activity content such as Notes, HubSpot Meetings, or Salesforce Events. It does not update mapped CRM properties. To update properties, use Automatically Update CRM Fields When Calls End.

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Routing when multiple objects match

When more than one note target is selected, choose how Triple Session routes the CRM entry. Send to one object type uses the priority order. If the first object type has multiple matches, Triple Session sends the note to all matches in that type and stops. Send to all matching object types sends the note to every selected object type that matched the call. Use the priority list to decide which object wins in single-target mode.
HubSpot automatic note push settings showing content source, selected objects, routing mode, and priority order
Salesforce uses the same routing model for Notes. When the destination is Events, Triple Session uses single-target routing.
Salesforce automatic note push settings showing selected objects and priority order

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HubSpot Notes or Meetings HubSpot

Use Notes or Meetings to choose where HubSpot stores pushed call content.
  • Notes creates a HubSpot Note on the matched CRM record.
  • Meetings creates or updates a HubSpot Meeting record.
When Meetings is selected, you can also configure:
  • When to write to HubSpot meetings: always create, update if a matching meeting exists, or update only.
  • Meeting type: an optional HubSpot meeting type for created or updated meetings.
HubSpot CRM settings showing Notes or Meetings destination, meeting write mode, and meeting type

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Salesforce Notes or Events Salesforce

Use Notes or Events to choose where Salesforce stores pushed call content.
  • Notes creates Salesforce notes on matched CRM records.
  • Events creates Salesforce event activity for the selected matched record.
Salesforce Events use single-target routing, so the all-matching-object option is hidden when Events are selected.
Salesforce CRM settings showing Notes or Events destination set to Events

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HubSpot tasks from action items HubSpot

HubSpot can turn detected action items into HubSpot tasks. Enable this when reps should receive follow-up tasks directly in HubSpot after a call is processed.
HubSpot CRM settings showing auto-create tasks from action items enabled

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HubSpot metadata cache HubSpot

HubSpot admins can clear the metadata cache when HubSpot options look stale, such as after changing scopes, meeting types, pipelines, or account settings.

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Disconnect CRM

Disconnecting the CRM stops new automatic CRM sync. CRM records and activities already created by Triple Session stay in the CRM.