CRM Integration: Sync Insights to Custom Fields

Admins can install Salesforce for the entire Workspace so all members can take advantage of the CRM Autofill features.

1. If you have not already done so, connect your Otter account to Salesforce at the Workspace level. Ensure you select Install for All Users during installation.
   
2. Sign in to Otter.ai as an admin. Click on Apps & Integrations. Click Add next to Salesforce. Connect your Salesforce account.
   
3. Click Connect to all Otter Workspace accounts.
   

Now that Salesforce is connected to your Workspace. Click on Manage. Admins can manage Insights and settings for Salesforce.

Select the template you want to map and map your Insights to the custom fields. The custom mapping(s) will apply to all future recordings.

Map fields

• Insights: Customize and manage your Otter Insights
• Salesforce field: Manage your custom Salesforce fields
• Write behavior:
  • Overwrite - Insights will sync and overwrite existing details in that field
  • Write if empty - Insights will only sync if the field is empty
  • Append - Insights will be added to the existing details in that field
• Enable: Toggle ON or OFF the custom mapping
• Edit template: Customize your Otter meeting templates

Settings

• Task export to contacts: Automatically sync notes and insights to Salesforce. Toggle setting On or Off.
  • All workspace users: Members of the Workspace can use this feature.
  • Only me: Only the admin who enables this setting can use this feature. No other member or admin in the Workspace will be able to use this feature.
• Map insights to Salesforce fields: Customize field mappings to sync insights to specific Salesforce Opportunity fields.
• Salesforce enriched Otter Chat: Query answers across your Otter conversations and Salesforce data all in Otter Chat. Toggle setting On or Off.
  • All workspace users: Members of the Workspace can use this feature.
  • Only me: Only the admin who enables this setting can use this feature. No other member or admin in the Workspace will be able to use this feature

Admins can install HubSpot for the entire Workspace so all members can take advantage of the CRM Autofill features.

1. Sign in to Otter.ai as an admin. Click on Apps & Integrations. Click Add next to HubSpot. Connect your HubSpot account.
   
2. Click Connect to all Otter Workspace accounts.
   

Now that HubSpot is connected to your Workspace. Click on Manage. Admins can manage Insights and settings for HubSpot.

Select the template you want to map and map your Insights to the custom fields. The custom mapping(s) will apply to all future recordings.

Settings

• Insights: Customize and manage your Otter Insights
• HubSpot fields: Manage your custom HubSpot fields
• Write behavior:
  • Overwrite - Insights will sync and overwrite existing details in that field
  • Write if empty - Insights will only sync if the HubSpot field is empty
  • Append - Insights will be added to the existing details in that field
• Enable: Toggle ON or OFF the custom mapping
• Edit template: Customize your Otter meeting templates

• Otter maps to the most recent Opportunity / Deal that is tied to a Contact in the meeting.
• If the Contact doesn’t exist in your CRM, then Otter is not able to map the Insights.

• If you only see the disconnect option, your Salesforce or HubSpot connection may not be set up at a team level.
• Ensure you are logged in as the admin for both Otter Workspace and Salesforce or HubSpot.

• Review our Salesforce integration or HubSpot integration guide to ensure you have installed the connection for all users in your account.

  Note: If you’re experiencing any issues, please have your Workspace admin reach out to your Otter account manager.

• No.
• Only admin(s) are able to manage custom mapping for Insights to Salesforce or HubSpot.

• No.
• Insights can only be mapped to custom fields in Salesforce Opportunities.
• We hope to include more custom field options in the future.

• No.
• Insights can only be mapped to custom fields in HubSpot Deals.
• We hope to include more custom field options in the future.

• No.
• Enriched Otter Chat is available for Salesforce at this time, but we hope to bring this feature to HubSpot in future updates.