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
- Click on the summary recap email from Weflow.
- A 'Field Updates' modal will pop-up once the recording page is opened.
- Accept the suggestions (highlighted with blue text) or make changes.
- Clicking on the 'X' will remove the suggestion by the AI completely.
- 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.