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After every call

The CRM, filled before the rep opens it.

Salesforce and HubSpot are native. Claap reads the call and writes a typed value into your own fields, on the rules you set.

Deals
🗂️All deals🎯Open🏆WonLost📊MEDDPICC⚖️Win-Loss Deals💰High value deals+
Deal
Deal owner
Stage
Amount
Next stepAI
ObjectionsAI
Decision dateAI
BBrackman & VossBrackman
Negotiation
€150,000
Second demo for the CFO
Rollout
29 Sep
KKessler RetailKessler
Closed Won
€125,000
Kick-off with the enablement lead
Pricing
14 Aug
NNorthwind LogisticsNorthwind
Proposal
€120,000
Send the DPA to legal
SecurityDPA
12 Sep
MMeridian CareMeridian
Negotiation
€110,000
Map the current tooling
Timing
4 Oct
OOtava SystemsOtava
Negotiation
€98,000
Agree the pilot scope
Pricing
30 Sep
AAurelia PharmaAurelia
Qualification
€95,000
Loop in the RevOps lead
ProcurementTiming
1 Nov
VVisser & CoVisser
Proposal
€88,400
Security review, then pricing
PricingSeat count
24 Sep
HHalden GroupHalden
Discovery
€74,200
Confirm the renewal owner
Budget
Not set
LLindqvist MediaLindqvist
Discovery
€66,400
Share the security pack
Security
14 Oct

Deal · Visser & Co

8properties writtenSynced to CRM

Next stepAI

Security review, then pricing

Economic buyerAI

Anneke Visser · CFO

Written to HubSpot+6 more

  • EU hosting
  • GDPR
  • SOC 2 Type II
  • No training on your data
Fields & objects

Custom fields and custom objects, not an activity note.

  • Your own properties, typed: paragraph, select, date, numeric or rating.
  • HubSpot Contact, Company, Deal and Lead. Salesforce Contact, Account and Opportunity.
  • One call can fill fields on the deal and the contact.
Settings
🧩AI fields🔗CRM mapping⚙️Rules+
Claap field
Object
CRM property
CRM type
Status
next_step
Deal
HubSpot · deal.next_step
Single-line text
Syncing
objection
Deal
HubSpot · deal.objections_c
Multiple checkboxes
Syncing
economic_buyer
Deal
HubSpot · deal.economic_buyer
Contact
Syncing
decision_date
Deal
HubSpot · deal.closedate_expected
Date picker
Syncing
meddpicc_pain
Deal
HubSpot · deal.meddpicc_pain
Number
Syncing
competitor
Deal
HubSpot · deal.competitor_c
Multiple checkboxes
Paused
renewal_signal
Company
Salesforce · Account.renewal_signal_c
Picklist
Syncing
handover_brief
Contact
HubSpot · contact.handover_brief
Multi-line text
Syncing

Mapping · objection

Claapobjectionmulti-selectHubSpotdeal.objections_cMultiple checkboxes

A custom property on the object you chose, not a note pasted into the timeline.

Objects supported

Deal Native

Company Native

Contact Native

Custom properties Native

Many meetings, one deal

The hard part is the fourth call

  • Only if empty: a value a rep typed is never touched.
  • Append when possible: the new answer goes under the previous ones.
  • Always overwrite: the property carries the latest call.
Settings
🧩AI fields🔗CRM mapping⚙️Rules+
When
Then
Writes to
Active
Meeting labelled Discovery ends
Write next_step, objection, meddpicc_pain
Deal
Any sales meeting ends
Write economic_buyer if a name was given
Deal
Field changes and the deal is Closed Won
Stop writing; freeze the record
Deal
Check-in call ends
Score renewal_signal
Company
Objection added
Notify the deal owner in Slack
Deal
Rep edits a field by hand
Never overwrite it again
Deal
Call under 5 minutes
Write nothing
Deal

Sync mode

Only if emptyNever touches a rep's value

Append when possibleSelected

Always overwriteLatest call wins

Setup

You pick the type, the prompt and the property

  • Ten output types, from paragraph and date to rating and numeric.
  • Write the prompt, or start from Champion, Budget or Action Items.
  • Map the field to a CRM property and the type follows.
Settings
🧩AI fields🔗CRM mapping⚙️Rules+
Field
Type
Prompt
Object
Auto-fill
next_step
text
What did both sides agree happens next, and by when?
Deal
objection
multi-select
Which concerns did the buyer raise that were not resolved on the call?
Deal
economic_buyer
contact
Who signs? Name them only if they were named on a call.
Deal
decision_date
date
When does the buyer say they will decide?
Deal
meddpicc_pain
score
Score 0–5: was a cost, volume or deadline actually quantified?
Deal
competitor
multi-select
Which alternatives were named, including doing nothing?
Deal
renewal_signal
select
On a check-in call, what points to renewal or to churn?
Company
handover_brief
long text
What must CS know that is not already in the CRM?
Company

New AI field

objectionmulti-select

What to look for

Which concerns did the buyer raise that were not resolved on the call?

Writes todeal.objections_c

Runs on every new callAuto-fill on

Nobody can run a pipeline report on a paragraph

Most tools post the call summary as an activity note and call that a CRM sync. Claap writes a typed value that sorts, filters and counts.

Reps stop trusting a tool that overwrites their work

Each field carries its own sync mode, overriding the CRM default: write only when the property is empty, append where the type allows, or always overwrite.

Half the calls never make it into the CRM

Turn on auto-run and the field is written back without anyone opening the record. A participant missing from HubSpot is created as a contact.

10,000+

sales reps run their deals on Claap

50%

higher win rates, typically within the first quarter

2x

faster onboarding for new reps

Frequently asked questions

How is this different from the CRM data entry other tools automate?

Most AI CRM enrichment posts the call summary as an activity note, which nobody can filter, sort or count. Claap writes a typed value into the Salesforce or HubSpot property you name, including custom objects: paragraph, select, date, numeric, rating and five more types.

Which CRMs does this write to?

Salesforce and HubSpot are native, including custom objects and fields. Attio and Pipedrive sit alongside them on Business and Enterprise, as do automations via Zapier, Make, n8n and webhooks; Slack and Notion are on every plan.

Which plans include CRM auto-complete?

Business and Enterprise. What scales between the two is the AI credit pool: 1,000 credits per licence per month on Business, custom on Enterprise.

What happens when a deal has several meetings on it?

You choose per field, with a sync mode that overrides the integration default. Always overwrite keeps the property on the latest call, which is what a next step or a decision date needs. Only if empty, append when possible adds the new answer under the previous ones, which is what a running list of objections needs. Only if empty leaves a value a rep typed alone.

Do I have to let it write to my CRM automatically?

No. Automatic enrichment is a switch on the integration: leave it off and the values wait on the recording page for someone to review and sync them. Left on, it still only appends or fills empty properties. For the two or three properties your team fills by hand, set the field to Only if empty and it is never touched.

Is the follow-up email part of CRM auto-complete?

No. Claap drafts the follow-up email from the same call, but that is a separate capability and it lives on the Emails page. CRM auto-complete is about the fields and objects on the record.

Do CRM fields use AI credits?

Yes, for the AI actions. Transcripts and call summaries come with the recording and do not use AI credits. Only the AI actions draw on the shared credit pool.

See it on your own pipeline.

A 30-minute demo on your real deals. Replacing Gong or Modjo? Ask how we migrate your history.