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CRM Field Mapping and Pipeline FAQs

  1. Why should I connect to my CRM with Avoma?
    1. By connecting your CRM with avoma you can achieve the below things. 
    2. Avoma will log your meeting and call activities to appropriate CRM records.
    3. Sync your Notes to appropriate records for timely data entry.
    4. Map CRM properties to Avoma Smart categories and properties to automatically update your CRM data
    5. To disconnect the CRM, please contact support.
  2. What should I do after connecting the CRM with Avoma?
    1. You don’t need to do anything, Avoma will start pushing the meeting notes to the associated records in your CRM. 
    2. If you’re a Salesforce user, you need to enable notes for your records which you can read more about here
  3. How many CRM’s can I connect with Avoma?
    1. You can only connect 1 CRM at the moment.
  4. Which users from my Org can connect to CRM
    1. To connect CRM the user need to be an admin in your CRM and admin in Avoma.
  5. What is CRM field mapping with Avoma properties, how does it help?
    1. CRM field mapping is a functionality with which you can map the CRM fields such as Action items, next steps, competitors to Avoma properties or smart categories 
    2. And when Avoma extracts notes under these smart categories they are automatically updated in your CRM fields
    3. Imagine saving hours in CRM field updates for your team.
  6. What happens once I map the CRM field to Avoma smart category or property, how long does it take for the data to be updated in CRM? 
    1. Once the CRM property is mapped to Avoma property or smart category we sync data back to CRM for all the open deals that were modified in last 90 days. As you modify other companies their CRM fields will also be updated
    2. This happens real time in a few mins each time a new property is mapped. 
  7. What’s the syncing frequency for the imported or mapped CRM properties in Avoma?
    1. For both HubSpot and Salesforce CRMs we update this data to CRM fields real time.
  8. Why do I see a few CRM fields as can not map?
    1. Those are default CRM  fields imported by Avoma
  9. Can I map Salesforce Custom Object with Avoma properties? (Show this if the connected CRM is Salesforce)
    1. At the moment we support mapping CRM properties from the Opportunity/ Deal and Account/ Company object if you have any custom objects you want us to support please get in touch with support team or your customer success manager. 
  10. Which CRM fields can be imported and mapped with Avoma properties, who can import and map these fields in Avoma?
    1. All types of standard or custom CRM fields (Single, Multi-line text, Multi-select/Multi-picklist, Date, Number etc. except supporting address field or similar complex composite fields from Salesforce which are made up of sub-fields or meta-fields) can be mapped with Avoma properties. The data type of CRM field and Avoma property should match. 
    2. We allow mapping CRM fields from the Opportunity/ Deal, Account/ Company objects.
    3. You need to be an admin to conduct importing and mapping CRM fields in Avoma. 
  11. Once I have mapped the CRM field to the avoma property is there a limit on the characters that can be pushed to the CRM field?
    1. For the CRM field updates, Avoma considers the maximum character limit of your CRM field.
  12. Once I have mapped the CRM field with Avoma property, does Avoma replace the contents from the CRM field or append them?
    1. Once you’ve mapped the CRM field with Avoma property, with each new meeting where the notes are extracted under the mapped smart category, Avoma appends the contents of the CRM field.
  13. Can I manually update CRM fields from Avoma, who can update this?
    1. Yes, you can manually update the CRM fields from Avoma’s pipeline tab. You need to import the CRM fields that you want to update manually. Read more about it here
    2. All users who are on the business plan in Avoma and are also present in CRM can update the CRM fields from Avoma.
  14. How does Multi-select CRM field mapping with Avoma smart category work?
    1. Once you map a multi-select CRM field with Avoma smart category we add the CRM multi-select field options as keywords to avoma smart category 
    2. The keywords detected in the meeting notes which are present in the CRM are automatically updated.
  15. Can we map the newly created smart category with any CRM field?
    1. Yes, We support creating custom smart categories that can be mapped to any Salesforce CRM fields from Opportunity/ Deal, Account/ Company objects. You can also map this newly created smart category with any multi-select (multi-picklist) CRM field.
  16. I have turned on the notes sync from Avoma CRM settings but the notes are not available in CRM and note sync from the meeting is still failing, why is it? (Show this if the connected CRM is Salesforce)
    1. For Salesforce customers, once the Auto sync notes toggle is enabled, the Salesforce admins have to turn on this setting in their Salesforce Account, follow this Salesforce article to turn this on - Salesforce enable notes setting 
  17. What are pipeline views? 
    1. Pipeline views are a collection of CRM properties (Fields) from objects such as Deal, Contact, Company or Lead and Avoma smart categories or Avoma Properties. 
    2. You can create it by applying different filters and choosing columns relevant for your review.
  18. Why are pipeline views better in Avoma than in my CRM? 
    1. With Avoma pipeline views you can combine conversation and engagement data with CRM fields to get accurate status of the deal progress or risks. 
    2. Using Pipeline views in Avoma you can create a view by combining the CRM properties (Fields) from different objects such as Deal, Contact, Company and Lead that you import in Avoma which is not possible in your CRM. 
    3. You can also add the Avoma smart categories or properties to these views to combine CRM and Conversations data for holistic review.