> ## 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.
# Map Fields to Send Call Data to Your CRM
> Configure field mappings so Triple Session can push specific deal insights — like budget, next steps, and pain points — directly into your CRM properties.
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.
## Prerequisites
* Your CRM (HubSpot or Salesforce) must already be connected to Triple Session. See [Connect HubSpot CRM](/crm/connect-hubspot) or [Connect Salesforce CRM](/crm/connect-salesforce).
* The CRM properties you want to map must already exist in your CRM. Create them there first before returning to Triple Session.
## Set up field mappings
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.
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**.
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.
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.
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.
## Example: map playbook score and call link
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.
## Report Properties (system fields)
Every mapping includes a **Report Properties** section with 9 system-generated fields that Triple Session populates automatically from each call. You don't need a scorecard to use them — they're always available.
| Field | Type | What it contains |
| ------------------ | ---------- | ------------------------------------------------ |
| Playbook Score | Number | Overall scorecard score (e.g. 87) |
| Report Link | URL | Direct link to the Triple Session report |
| Duration (minutes) | Integer | Call length in minutes |
| Integration Source | Text | Where the call came from (e.g. `hubspot`) |
| Report Date | Date/time | When the report was generated (ISO 8601) |
| Scorecard Name | Text | Name of the scorecard used (e.g. Discovery Call) |
| Evaluatee Name | Text | Name of the rep who was evaluated |
| Evaluatee Email | Email | Email of the rep who was evaluated |
| Talk Time Ratio | Percentage | Rep's share of total talk time |
Map these to existing CRM properties the same way as scorecard fields — click **Select a property** next to each field you want to sync.
## 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.