Faster, smarter, and more automatic CRM sync

For day 2, we’ve updated our CRM sync, which is one of our most-used features, so we’ve taken your feedback to heart and made several improvements. Here’s a look at what we’ve shipped:

1. Automatic contact and lead creation When you have a call with someone who isn’t already in your CRM, Airspeed automatically creates a new record for them. Get started by checking out our docs for Hubspot and Salesforce
2. Writing to the call object We are now pushing call notes as the Meetings object in Hubspot and Tasks object in Salesforce.
3. Speed improvements Faster pushing and retrieving of data from the CRM. Get started by asking an admin to disconnect and reconnect your CRM
4. Syncing to leads You can now push custom insights directly to CRM fields associated with leads. Get started by creating a Custom insight (Settings > Insights) and selecting leads as the output
5. Tracked fields You can now sync information from your CRM to Airspeed, this can be used to filter calls and refine Ask Airspeed context. Get started by navigating to Setting > Tracked fields > selecting the fields you’d like to track in Airspeed

🎬 To access these new features, please ask your CRM admin to disconnect and reconnect your CRM in Settings > Organizational