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Documentation Index

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Triple Session gives you two ways to push call data into your CRM: update specific deal properties with structured insights, or log information as timestamped notes on Deal, Company, or Contact records. You can trigger either method manually from a recording, or configure automation so the sync happens as soon as every call ends.
Before syncing data, make sure your CRM is connected. See Connect HubSpot CRM or Connect Salesforce CRM to get started.
To configure automatic note pushes, object matching, routing, HubSpot Meetings, Salesforce Events, and task creation, see Sync Settings.

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Method 1: Update specific CRM properties

Use this method when you want to write targeted insights — such as next steps, budget, or key pain points — into pre-defined fields on a Deal record. Each insight maps to a specific CRM property, so your data lands exactly where it needs to be for reporting and filtering.

Map Fields required before using this method

An admin must map Triple Session insight fields to CRM properties first. Without a mapping, there are no properties to update. See Map Fields to set this up.
Key considerations:
  • Sending to a property overwrites any existing value in that CRM field.
  • Only available when syncing to a Deal record.
1

Open the Deal Insights tab

Navigate to a meeting recording and click the Deal Insights tab.
Deal Insights tab in a meeting recording
2

Click Update CRM

Click the Update CRM button.
3

Select the deal and choose Properties

Confirm the correct Deal is selected — search for one if it isn’t already associated. Make sure the Properties option is selected.
Send summary to Salesforce — Update CRM flow
4

Review the mapped fields

Triple Session shows which CRM fields will be updated based on your admin’s mapping configuration.
5

Confirm

Click Confirm and update fields to push the data to your CRM.

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Method 2: Send information as CRM notes

Use this method to log a full meeting summary or specific deal insights as an activity note on a Deal, Company, or Contact record. Notes create a chronological history on the CRM record without overwriting any structured fields, and they work without any field mapping setup. Key benefits:
  • No field mapping required — works immediately after connecting your CRM.
  • Preserves a chronological activity log on the CRM record.
  • Does not overwrite data in structured CRM fields.
  • Supports Deals, Companies, and Contacts.

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Send a summary as a note

1

Open the Summary tab

Navigate to a meeting recording and click the Summary tab.
Send deal insights to Salesforce as a note
2

Click Update CRM

Click the Update CRM button on the Summary tab.
3

Select the destination object and Notes option

Choose the destination — Deal, Company, or Contact — and search for the record if one isn’t already associated. Confirm that Notes is selected.
Link call to Salesforce CRM record
4

Review the note text

The summary text appears in the editor. Edit it if needed before sending.
5

Confirm

Click Confirm and Update fields to log the note in your CRM.

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Send deal insights as a note

1

Open the Deal Insights tab

Navigate to a meeting recording and click the Deal Insights tab.
2

Select the destination object

Choose Deal, Company, or Contact as the destination record.
3

Choose Notes

Select the Notes option.
4

Review the note text

Review or edit the text in the editor.
5

Confirm

Click Confirm and Update fields to log the note in your CRM.