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Documentation Index

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

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Field mapping tells Triple Session exactly which CRM property to update for each deal insight it extracts from a call. Once an admin sets up the mapping, reps can push structured data to their CRM with a single click — or let automation handle it entirely. This setup is required before you can update CRM Properties (as opposed to Notes).
Pushing data to a CRM property overwrites the existing value in that field. Make sure the mapped fields are ones you want Triple Session to control.
You must be an Admin to configure field mappings. Before mapping, create the necessary custom fields in your CRM — HubSpot or Salesforce — so they appear in the property selector.

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Prerequisites

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Set up field mappings

1

Go to CRM integration settings

In Triple Session, click Settings in the left-hand navigation menu, then select CRM.The CRM integration page shows your connection status and any existing mappings.
CRM integration settings page showing connection status
2

Create a new mapping or edit an existing one

You have two options:
  • To add a new mapping, click + New Mapping.
  • To update an existing mapping, find the relevant scorecard in the “Existing Mappings” list and click Edit.
New mapping button in CRM settings
3

Select a scorecard (new mappings only)

If you clicked + New Mapping, use the Scorecard dropdown to search for and select the scorecard whose insights you want to map.This tells Triple Session which set of deal insights to push to your CRM.
New mapping — select scorecard and link
4

Map Triple Session fields to CRM properties

You’ll see a list of available Triple Session insight fields — such as Playbook Score, Report Link, and other scorecard-specific fields.For each field you want to sync, click the Select a property dropdown on the right and choose the corresponding CRM property you created earlier.
HubSpot field selection for mapping
Field mapping configuration — step 5
Field mapping configuration — step 6
5

Save the mapping

Scroll to the bottom of the page and click Save.Your mapping is now active. Reps can immediately start pushing insights to the mapped CRM properties.
CRM auto-fill mapping saved and active
A common use case is pushing the playbook score and a link to the full call report onto each deal record, so managers can filter and report on call quality directly in HubSpot or Salesforce. Step 1: Create the fields in your CRM In the Deal object of your CRM, create the following properties:
  • Score — use the field type Number to record Playbook Scores.
  • Call Link — use the field type Single-line text (or URL) to store the report link.
You can name these fields anything relevant to your playbook — for example, “Discovery Score” and “Discovery Call Link.” Step 2: Map the fields in Triple Session Follow the steps above to create or edit a mapping. Select the matching CRM Deal properties for Playbook Score and Report Link. Step 3: Data syncs automatically Once the mapping is saved, Triple Session will push the Playbook Score and Report Link to the corresponding CRM fields after each scored call.

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Best practices

  • Create CRM properties first. Fields must exist in your CRM before you can select them in Triple Session’s mapping editor.
  • Match field types. Use a Number field for Playbook Score and a Single-line text or URL field for Report Link. Mismatched types can cause sync errors.
  • Start with one scorecard. Set up and verify one mapping before adding others to catch any configuration issues early.