Have you turned on automatic email and meeting logging in your CRM?

Salesforce, HubSpot and most CRMs can log every email and meeting with a customer for you once you connect your inbox and calendar. You only add the notes that matter.

Does your call recorder write your call notes into the CRM for you?

Tools like Gong, Fathom or Avoma record the call, write the summary and next steps, and push them to the deal. You check and click accept.

How to automate it

How to automate “log calls and update deals in the CRM”

Here are 3 ways to spend less time on this, best first. Each comes with steps you can follow today.

30 min

typically, every day

70%

of the time can be automated

Easy

to set up

Fix 1 of 3

Software featureBest fix

Turn on automatic email and meeting logging in your CRM

Most CRMs can log every email and calendar meeting with a contact on their own. You stop copying activity in by hand and only add the notes that matter.

Typically saves about 50% of the time30 min to set up

1Find the setting: Salesforce Einstein Activity Capture, HubSpot inbox and calendar connection with auto-log, Pipedrive email sync, or Dynamics 365 Sales auto-capture.
2Connect your Outlook or Google inbox and calendar.
3Exclude personal and internal domains so only customer activity is logged.
4For a week, check that deals show the emails and meetings, then stop logging them manually.

Tools: Salesforce Einstein Activity Capture · HubSpot email and calendar sync · Pipedrive email sync · Dynamics 365 Sales auto-capture

Fix 2 of 3

Software feature

Let your call recorder write the notes into the deal

Gong, Fathom, Avoma, Sybill and HubSpot or Salesforce call tools write the summary, next steps and qualification fields and push them to the CRM record.

Typically saves about 55% of the time45 min to set up

1Check what you already have: Gong, Fathom, Avoma, Sybill, Zoom AI Companion, or the CRM's own call recording.
2Connect it to your CRM and map the summary and next steps to the deal.
3If your team uses MEDDICC or BANT, turn on the field suggestions so it fills those in for you to approve.
4Review each suggestion after the call and click accept, instead of typing notes.

Tools: Gong · Fathom · Avoma · Sybill · HubSpot conversation intelligence · Salesforce Einstein Conversation Insights

Fix 3 of 3

Process fix

Cut CRM fields down to the ones someone actually uses

Many CRMs ask reps for fields nobody reports on. Removing them, and only asking at the stage where they matter, saves time on every update.

Typically saves about 25% of the time2 h to set up

1Export the list of fields on the deal and contact records.
2Ask managers and ops which fields feed a report or a decision.
3Hide or remove the rest; make the important ones required only at the right stage.
4Review the list every quarter.

Tools: Salesforce, HubSpot, Pipedrive, Microsoft Dynamics 365 or Zoho CRM

Quick wins

Have you tried…

Have you turned on automatic email and meeting logging in your CRM?: Salesforce, HubSpot and most CRMs can log every email and meeting with a customer for you once you connect your inbox and calendar. You only add the notes that matter.
Does your call recorder write your call notes into the CRM for you?: Tools like Gong, Fathom or Avoma record the call, write the summary and next steps, and push them to the deal. You check and click accept.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Sales Development Rep (SDR / BDR)Account Executive Account Manager Inside Sales Rep

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