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How to map CRM fields in Avoma

CRM field mapping lets admins control how data flows between your CRM and Avoma.

It ensures meeting activities are logged to the correct CRM records, Avoma Smart Topics sync to the right CRM properties, and notes are written back to the correct records for timely, accurate data entry.

Use this when you want to power Revenue Insights, improve CRM hygiene, or include custom CRM fields in Avoma reporting across CRMs like HubSpot, Salesforce, Pipedrive, and others.

Before you begin

  • You must be an Avoma admin.
  • Your CRM superadmin must have connected the CRM to Avoma.
  • Smart Topics are configured in Avoma.
  • To include custom CRM fields in Revenue Insights, you must first configure the relevant CRM objects.
  • The field type must match between Avoma and the CRM (for example, text ↔ text, number ↔ number).
  • You can connect only one CRM at a time.

 

Note: Before configuring objects in Avoma, you may optionally update CRM-specific settings at the account, organization, and individual member levels.

CRM Configuration in Avoma

How to configure CRM objects

  1. Go to app.avoma.com/settings/crm .
  2. Click Configure to view the available objects from your connected CRM.
  3. Go to Objects tab.
    CRM Configuration Objects tab
  4. Review the table, which shows:
    • Each CRM object (for example, Deal, Opportunity, Account)
    • Number of properties synced
    • Whether the object can be configured
  2. In the row of the object you want to configure, click Configure.

This opens a detailed view of all CRM properties available in Avoma for that object.

CRM Objects Properties

Map CRM fields to Avoma Smart Topics

For each property in the object configuration table:

  1. Review the columns:
    • CRM Property/Field– The property or field name in your CRM that’s available in Avoma.
    • Avoma Property – The Smart Topic mapped to this CRM field.
    • Sync Direction – How data flows between Avoma and the CRM.
    • Access Permissions – Permissions to edit the properties from Avoma. This does not affect the edit access permissions in your CRM.
    • Imported by – The Avoma admin who imported the property. Default properties are shown as imported by Avoma.
  2. (Optional) Change the Avoma Property by selecting a Smart Topic from the dropdown.
  3. Click Save Changes & Start Synching to apply your updates.
  4. To discard edits made during this session, click Cancel Changes.

CRM property to Avoma smart topic mapping

Tips: Sync direction updates automatically based on the field state:

  • When you map a Smart Topic, sync becomes Outbound (Avoma → CRM).

  • If the CRM field is read-only, sync is Inbound (CRM → Avoma).

  • If the field is editable and not yet mapped, sync is Bidirectional.

Note: Only one Smart Topic can be mapped to one CRM field. If a Smart Topic is already in use, it appears disabled.

Import additional CRM properties

If a CRM field exists in your CRM but does not yet appear in Avoma:

  1. Click Import Properties.
  2. Select one or more CRM properties.
  3. Click Import.

The imported fields are immediately available in Avoma.

Field import from CRM to Avoma

Note: Imported properties appear instantly in the Deal Intelligence Column Chooser.

 

Tips

  • Confirm field types match before mapping to avoid sync issues.
  • Start with a small set of high-impact fields before importing many properties.
  • Use outbound sync carefully—mapping a Smart Topic means Avoma will write data back to your CRM.

Troubleshooting and FAQs


Why can’t I map a Smart Topic to a CRM field?

This is usually expected behavior.

  • The Smart Topic is already mapped to another CRM field.
  • The CRM field is read-only.
  • The field type does not match between Avoma and the CRM.
  • You don’t have admin permissions in Avoma.
    If the issue persists, review the object configuration or field definitions in your CRM.

Why don’t my custom CRM fields appear in Revenue Insights?

This typically means setup is incomplete.

  • Confirm the CRM object is configured in Settings → CRM.
  • Use Import Properties to bring the field into Avoma.
  • Check that the field appears in the Deal Intelligence Column Chooser.
    If needed, re-import the property and refresh your configuration.

What’s next

    For proper mapping and accurate CRM data capture, it helps to have these related setups in place:

    Recap

    You’ve mapped CRM fields into Avoma using Smart Topics, enabling reliable data sync, cleaner CRM records, and richer insights—no matter which CRM you use. Next, surface those fields in Revenue Insights and reinforce Smart Topic usage with your team.