Auto-Updates for Fields

Manually updating your CRM after meetings is tedious and error-prone. Weflow automates this process by pulling data directly from meetings and suggesting updates based on your pre-defined sales methodologies.

Key Benefits

  • No more note-taking during meetings.
  • CRM always stays current.
  • Regain focus and productivity.

How It Works

After each meeting, Weflow reviews the conversation, identifies relevant CRM fields based on pre-defined templates, and makes suggestions for updates. You approve what to sync—nothing changes without your confirmation. If the wrong deal is selected, you can pick another; the AI reanalyzes the context accordingly.

If no matching deals exists, it offers to create a new one with pre-filled details. Required fields are locked to ensure CRM rules are followed. Tooltips explain why a deal was selected for full transparency.

Which object types are supported?

  • All standard objects (Account, Contact, Opportunity, Lead)
  • All custom objects (requires setup from our support team)


Setup & Management

Enable the feature via Admin Console → Conversation Intelligence → Field Updates. Admins control can define pre-built templates for each object type and assign these templates to user profiles. The auto-update pop-up will only show up if a template has been assigned to a user. 👉 Here, you can find a detailed step-by-step guide.

How to Use

  1. Click on the summary recap email from Weflow.
  2. A 'Field Updates' modal will pop-up once the recording page is opened.
  3. Accept the suggestions (highlighted with blue text) or make changes.
  4. Clicking on the 'X' will remove the suggestion by the AI completely.
  5. Once satisfied, click on the 'Update' button.


Summary

In summary, auto-updates for your Salesforce fields simplifies post-meeting admin, keeps your pipeline up to date, and gives you more time to focus on selling. 

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