> ## Documentation Index
> Fetch the complete documentation index at: https://docs.attention.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create & Map CRM Fields

> Map CRM fields in Attention, populate them with AI, and sync the data to Salesforce or HubSpot.

## Video Walkthrough

<iframe src="https://www.loom.com/embed/cb2eacead2a8440980dfde48eef0f0ed?hideEmbedTopBar=true&hide_share=true" className="w-full aspect-video" frameborder="0" allowfullscreen />

## 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.

## 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.”

   <Tip>
     Use Attention's built-in prompt optimizer after writing your initial prompt.
   </Tip>
6. Use **Test prompt** on an existing conversation to preview results.
7. Click **Save**. Repeat for any additional fields.

## 3. Map fields to your CRM

<Note>
  Before mapping fields to your CRM, ensure your CRM is connected via the Integrations tab. If you do not use Hubspot or Salesforce, reach out to your Attention point of contact to setup your custom mapping.
</Note>

1. Navigate to **Workflows**.
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.

## 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.