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.

1.) Create as many templates as you need

2.) All field types are supported (excl. lookup fields)

3.) Make use of our pre-built prompt library

4.) Assign the finished template to a user profile

5.) Magic happens ✨

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.