---
title: How to sync your meetings to the CRM in Avoma (Individual members)
description: Learn how individual members use Avoma’s CRM sync to automatically or manually sync meetings and notes, understand privacy rules, and troubleshoot common CRM sync issues.
---

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# How to sync your meetings to the CRM in Avoma (Individual members)

Once your admin has connected Avoma to your organization’s CRM, your meetings and notes can sync automatically to the right CRM records.

This article is for individual members who want to understand how CRM sync works, when meetings sync automatically, and what controls they have.

Use this guide after your CRM connection is already enabled at the org level.

| #### Before you begin - Your organization’s CRM must be **connected by an Avoma admin** - You must be an **active Avoma user (Member)** - Your meeting must be associated with a supported CRM record (for example, a Deal or Contact) |
| --- |

#### Step-by-step

### How meeting sync works in Avoma

1. Record or upload a meeting in Avoma as usual.
2. Ensure the meeting is associated with the correct CRM record (such as a Deal or Contact).
3. Avoma evaluates the meeting’s privacy setting to determine how it syncs.

### Automatic CRM sync

Meetings will sync automatically to the CRM when:

1. The meeting privacy is set to **Organization** or **Public**.
2. A matching CRM record exists.
3. The CRM is supported for automatic sync.

When these conditions are met, Avoma will:

- Attach meeting notes to the CRM record
- Make insights searchable using CRM properties (for example, deal stage or amount)

### Manual CRM sync for private meetings

If your meeting privacy is set to **Private**, it will not sync automatically.

To manually sync a private meeting:

1. Open the meeting in Avoma.
2. Locate the CRM sync option within the meeting view.
3. Manually trigger the sync to the appropriate CRM record.

> Note: Manual sync availability may vary by CRM platform.

### Meeting privacy and CRM behavior

- **Organization / Public meetings**  
  Automatically eligible for CRM sync.
- **Private meetings**  
  Require manual action and may have limited visibility in CRM-linked insights.

Choose your meeting privacy based on what data should be shared with your team and CRM.

### Viewing CRM-linked meetings and insights

Once synced, you can:

- Search for meetings using CRM properties (such as deal stage)
- View CRM-linked notes directly from Avoma
- Reference CRM context when reviewing past conversations

### Troubleshooting and FAQs

#### **Why my meeting didn’t sync to the CRM?**

This is usually due to privacy or record-matching issues.

- Confirm the CRM is connected by your admin
- Check the meeting privacy setting
- Verify the correct CRM record is associated

If it still doesn’t sync, contact your admin.

#### **Why I don’t see the CRM fields I expect?**

CRM field availability depends on how your org has configured field mapping.

- Your admin may have limited which fields sync
- Some CRM fields may be read-only
- Not all CRMs support the same fields

Ask your admin to review the CRM mapping configuration.

#### **Can I change CRM connection or mapping settings?**

Usually no — these settings are managed at the organization level.

- CRM connections are admin-only
- Field mapping and sync rules require specific permissions
- Contact your Avoma or CRM admin for changes

### What’s next

- If synced data doesn’t appear as expected, check **[how your CRM field mapping is configured](https://help.avoma.com/mapping-crm-fields?hsLang=en)**.
- If you use HubSpot, review [**Setting up bi-directional CRM sync for HubSpot**](https://help.avoma.com/crm-sync-hubspot?hsLang=en)
- If you use Salesforce, review [**Setting up bi-directional data sync for Salesforce**](https://help.avoma.com/crm-sync-salesforce?hsLang=en)
- If you believe you need access to update CRM configuration, confirm your permissions with your Avoma or CRM admin.
- If your CRM is not yet connected, admins can follow **[How to Connect Avoma to Your CRM Organization-Wide.](https://help.avoma.com/connecting-to-your-crm?hsLang=en)**

#### **Recap**

Your CRM is connected at the organization level, and your meetings sync based on privacy and record association. If something doesn’t look right, CRM mapping configuration and permissions are the next places to check.

 

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