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How do CRM Fields and Custom Insights Work?

Piper can integrate with your CRM and download all the CRM Properties. You can also define Custom Insights, which work as fields captured by Piper after each meeting.

  1. After you have created the meeting types, go into the fields section and write a field description for all the Custom Insights and Fields that you wish to sync with your CRM.
  2. In the Meeting Types menu, select the Fields and Custom Insights that you want each meeting type to calculate.
  3. Using Teams and Auto Assign rules, Piper will process your meetings and extract the values of the Fields and Custom Insights based on the context of the conversation and the description you provided.

❗You can add custom insights and fields in the Meeting Types Settings page, if you want to calculate it after a meeting, you need to reassign or recalculate the meeting type in the individual transcription page.

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The Fields page (Settings > Customization > Fields) is where you configure Field Automation — Piper's ability to automatically extract and fill structured data from your recorded conversations.

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A field is a place to store useful information. Piper listens to your recorded conversations and automatically finds and saves important details using smart technology. Please note that newly created properties or fields may take up to 24h to be displayed in Piper.

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🧾 CRM Fields

If you have the Piper PRO plan, you can sync fields directly from your connected CRM (HubSpot or Salesforce). The Fields page shows:

Each category shows the number of synced fields and a Force Download button to manually re-sync fields from your CRM.

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When you first connect your CRM, fields may show 0 fields until Piper syncs them. Click Force Download to trigger an immediate sync. After syncing, you'll see the full count (e.g. 108 Deal Fields, 164 Contact Fields, 94 Company Fields).

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These fields are automatically imported by Piper during your sign-up. Piper will also generate a prompt (or description) for each of them and will try to assign them to one or more meeting types. Piper aims to automatically identify when you should update any of those fields during your calls, emails, or audio notes.

CRM Fields

📊 Custom Insights

Custom Insights work similarly to CRM fields but are available to all users (including Starter plan) since they do not sync with the CRM. You can create any custom field you want Piper to automatically identify and extract from meetings.

The Fields page shows the total count of active Custom Insights fields (e.g. 84 fields by Piper).