Step 2: Connect your CRM and set your properties

Properties determine what the AI should look for in submissions

With your CRM connected you can enrich any field, from open-ended text fields to drop downs, with answers found by CustomerIQ's AI. Here's how to start:

Connect your CRM

1. Go to Apps & Integrations from your Settings page

2. Click configure next to your CRM

   1. HubSpot

   2. Salesforce (coming soon)

Automating CRM entry

CustomerIQ analyzes submissions (meetings, emails, voice notes, text) then updates any mapped CRM property. To do this, we need to tell the AI what to look for. We do this with properties...

How to configure properties

With your CRM connected, you're read to configure properties to be filled by CustomerIQ.

From your connected CRM > Configure > Scroll down to property configuration

First setup account properties:

1. Select any property you want updated by CustomerIQ

2. From the property dropdown you can:

   1. Update the description: this steers the AI to find the right data, so be clear and concise

   2. Toggle if new values should overwrite existing values

The description is what guides the AI to find the right data, so make this as specific as possible.

Next, repeat this step for contact properties and deal/opportunity properties

Note: When mapping a property to a CRM field that is a dropdown, multi-select, single-select, etc. CustomerIQ will automatically adjust the AI to only return values according to available values in your CRM. To setup these properties, add it to the contact or account field and move to the next step.

That's it! You're now setup to automate 100% of your team's data entry