With Triple Session’s CRM Automation, you can automatically update CRM properties the moment a meeting ends — keeping your HubSpot or Salesforce data always up to date, without any manual steps.
⚙️ What This Feature Does
This automation allows you to define rules that automatically fill or update CRM fields right after a call is completed.
Requirements
Your account must have access to Automations
🔑 Supported CRMs
HubSpot
Supported objects: Deals, Contacts, Companies
Salesforce
Supported object: Opportunities (more coming soon)
🧭 How It Works
Create a New Automation
Go to Automations → New Automation → Add Action. Change the Action type to Update CRM
Select Scorecard and Object Type
Choose the scorecard whose results should trigger the update.
Then, pick the CRM object (Deal, Contact, Company, or Opportunity) to update.
Map Fields Between Triple Session and CRM
Define which CRM fields you want to fill or update.
You can map multiple fields from your scorecard to CRM properties.
Each automation is specific to one scorecard and one object type.
Choose Update Mode for Text Fields
Decide whether you want to:
Append information → Add new data to existing CRM text fields.
Replace information → Override existing content completely.
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Save and Enable Your Automation
When finished, click Save, then change the status from Draft → Live.
The automation will start running as soon as calls end.
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Monitor Results in Logs
Click Logs anytime to view:
How many times the automation has run
Success or error status for each run
💡 Best Practices
Start with one scorecard to confirm mappings work as expected.
Use append mode when syncing qualitative feedback or notes.
🔒 Security & Control
Data is only written to CRM fields explicitly defined by the user.
Automations can be disabled anytime by toggling Live → Draft.
Logs give full visibility into every automation execution.