Create & Map CRM Fields

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Video Walkthrough

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1. Build a Field Configuration

1. Click Settings → Field Configuration.
2. Select New field configuration.
3. Name the configuration and choose the Team it applies to.
4. Click Save to open the editor.

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2. Add a custom field

1. Inside the configuration, click Add field.

2. Label the field (e.g. Favorite Color).

3. Choose a type:

   • Free text – any text answer.
   • Pick list – predefined options; every option must match your CRM picklist exactly.

4. Select Conversation field or Deal field:

   • Conversation field → analyzes only the current call.
   • Deal field → summarizes across all calls linked to the opportunity.

5. Write a prompt that tells Attention what to extract. Be explicit about format—for example:

   “Based on this deal, what is the prospect’s favorite color? Output one bullet only.”

6. Use Test prompt on an existing conversation to preview results.

7. Click Save. Repeat for any additional fields.

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3. Map fields to your CRM

1. Navigate to Workflow Builder.
2. Create a new workflow and give it a name.
3. Add a trigger:
   • Conversation finish for automatic syncing right after the call, or
   • User action → Update CRM if you want reps to push data manually.
4. Click ➕, select your integration (Salesforce or HubSpot), and choose Update … fields.
5. Pick the CRM object (e.g. Opportunity) and the Team.
6. Map each Attention field to the corresponding CRM field.
7. Save the workflow.

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4. See it in action

After a call, Attention populates every field you defined:

• If you chose the Conversation finish trigger, the CRM updates instantly—no rep action required.
• If you opted for User action, reps click Update CRM in the call sidebar to push the data.

Your CRM now holds AI-generated insights—no copy-paste needed.