Keeping your CRM up to date has always been a tax on your reps' time — until now. Custom Field Mapping automatically writes opportunity insights from Fluint directly into your Salesforce or HubSpot custom fields, so your CRM reflects reality without anyone having to type a thing.
Highlights
Your CRM fields, always up to date.
After every call or document update, Olli analyzes the deal and pushes the latest data straight into your CRM.Business Case status, tracked automatically.
Olli detects when a Business Case exists for a deal and writes that status to whatever CRM field you choose. Sales leaders can finally enforce quality gates — like requiring a Business Case before a deal can advance to a later stage — without building custom automation.Full MEDDPICC coverage, written to your CRM.
All eight MEDDPICC components (Metrics, Economic Buyer, Decision Criteria, Decision Process, Paper Process, Identified Pain, Champion, and Competition) are extracted from your calls and documents and synced to the corresponding fields in Salesforce or HubSpot.Build your own custom fields.
Beyond the built-in Business Case and MEDDPICC fields, you can define your own custom fields and have Olli extract and track whatever matters most to your team's process. Map any field you create to an existing CRM field using a simple dropdown.Point-and-click field mapping.
A new Custom Field Mapping section in your Integration Settings shows all available Fluint fields alongside the custom fields in your connected CRM. Just pick what maps to what, hit save, and Olli handles the rest from there.Getting Started
- Go to Settings → Integrationsin Fluint.
- Scroll to the Custom Field Mappingsection (you'll need an active Salesforce or HubSpot integration to see this).
- Toggle the feature on.
- For each Fluint field (Business Case, MEDDPICC components, or any custom fields you've created), use the dropdown to select which CRM field it should sync to.
- Click Save— Olli will begin syncing data to your CRM as deals are updated going forward.
- To add custom fields beyond the defaults, use the + Custom Fieldsbutton at the bottom to define new fields with a label, description, and value type.
