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Import your CRM Custom Fields (Properties) into Pipeline Views and Automate CRM field updates

We all operate different workflows as per our roles and feel the constant of data silos. Working with so many conversation tools the CRM always lacks the conversation data and thus it’s hard to get the pulse of both CRM and conversation data together. 

Avoma solves this problem for you and unlike other competitors we let you import all your custom CRM Properties (Fields) and create different pipeline views to improve your pipeline accuracy with combined data and Proactive Deal Health Alerts. 

In order to use the below functionality you need to connect your CRM with Avoma. Read at Integrations - Help Center about how to connect your CRM with Avoma. 

The CRMs supported for the same functionality are below

  1. Salesforce
  2. HubSpot
  3. Zoho  (Coming Soon)
  4. Pipedrive (Coming Soon)

Import your CRM Properties (Fields) from your CRM

In order to use your CRM Properties (Fields) within Avoma’s pipeline views you need to import them into Avoma. Avoma supports importing all CRM properties. 


To do so, head to Settings →  CRM →  Object


At present, only the User in CRM who’s an admin in Avoma can import and map the CRM fields.

Choose the CRM Properties (Fields) you want to import by clicking on “Import Properties”. You can search by property name or field type. 

 

Imported CRM properties (Fields) have 2 more settings

Edit Access

(The CRM properties edit permissions setup in your CRM. Only displayed in Avoma.)

Sync Direction

(The direction of sync between Avoma and your CRM based on the edit access.)

View Only

Sync only from Your CRM to Avoma. (→)

Everyone can view and edit 

Sync from your CRM to Avoma and vice-versa.  ()


Default Vs. Standard Vs. Custom Properties 

From the above screenshot, you can notice that there are fields that are not available for mapping with Avoma categories or Properties. Nuances about those can be learned from the below table. 

 

CRM Property (Field) Type

(CRM Property type defined by Avoma)

What do they mean

Edit Access

(The CRM properties edit permissions setup in your CRM. Displayed in Avoma.

Sync Direction

(The direction of sync between Avoma and your CRM.)

Default 

Standard CRM Properties (Fields) imported by Avoma. You can not remove or hide these properties from Avoma pipeline views. 

Below are the edit access options common for all CRM property types

 

  1. View Only

  1. Everyone can view and edit 

Below are the edit access options common for all CRM property types


  1. Sync only from Your CRM to Avoma. (→)

  1. Sync from your CRM to Avoma and viceversa.  (

Standard

Standard CRM Properties (Fields) imported by Avoma. You can remove or hide these properties from Avoma pipeline views.

Custom

User-created CRM Properties (Fields) imported by Avoma admins. You can remove or hide these properties from Avoma pipeline views.

 

Once imported the CRM properties in Avoma you can start using them in your Avoma pipeline views and if they have edit access then start editing them from Avoma and they will be automatically updated in your CRM.

 


Mapping imported CRM fields with Avoma categories 

 

CRM Property (Field) Type

(CRM Property type defined by Avoma)

What do they mean

Map to Avoma category or Property

(The direction of sync between Avoma and your CRM.)

Default 

Standard CRM Properties (Fields) imported by Avoma. You can not remove or hide these properties from Avoma pipeline views. 

You can not map these properties with the Avoma category or Property. 

Standard

Standard CRM Properties (Fields) imported by Avoma. You can remove or hide these properties from Avoma pipeline views.

You can map these properties with the Avoma category or Property. Mapping is based on the field type. 

Custom

User-created CRM Properties (Fields) imported by Avoma admins. You can remove or hide these properties from Avoma pipeline views.

You can map these properties with the Avoma category or Property. Mapping is based on the field type. 

 

Manually updating CRM properties (Fields) from Avoma offers an easy way to update CRM fields and save time but we have a better way to do this. 

With Avoma you can map the imported CRM properties like Next Steps with Avoma smart categories like Action Items to automatically the CRM field with data extracted by Avoma AI to save a ton of time for you.

Note: Read more about Avoma smart categories at ​​How to Customize your Smart Categories  

Once complete, Avoma will sync call metrics/metadata after every call. Here's what that'll look like in your Salesforce account:

Along with Avoma smart categories you can also use Avoma properties to be mapped with your CRM fields. Avoma properties are the Avoma primary data points related to the conversations (Meetings, Comments, Emails) extracted by Avoma. 

Below are the Avoma Properties available for mapping. 

  • Meeting (Object) 
    • Call Connected Count
    • Call Made Count
    • Competitors
    • Last Activity Date
    • Last Contacted Date
    • Last Meeting Date
    • Last Meeting Duration
    • Last Meeting Ext. Participants
    • Last Meeting Link
    • Last Meeting Outcome
    • Last Meeting Purpose
    • Last Meeting Subject
    • Meetings Count
    • Next Meeting Date
    • Pain Points Count
    • Positive Moments Count
  • Comments (Object)
    • Comments Count
  • Email (Object)
    • Email Received
    • Email Scheduled
    • Email Sent
  • Opportunity History (Object)
    • Amount Changed Date
    • Stage Changed Date

Read more about pipeline views in Avoma at Pipeline Views and in-line editing CRM fields in Avoma