Linking Activities to Your CRM

Piper can automatically associate your meetings and calls with the correct records in your CRM.

• For video calls, Piper matches the invitees' email addresses with CRM contacts, then links any related companies or deals.
• For audio calls (e.g. Aircall or HubSpot Calls), Piper uses phone numbers to search your CRM—first in Contacts, then in other objects like Companies (in case a phone number is associated with a Company rather than a Contact).

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Despite the automation, you always have control of Piper.

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You can easily review and edit all these links anytime in the Activity Details modal. You can also quickly convert attendees into CRM contacts so that you never miss a lead.

This is the Activity Details modal, where you can control which are the CRM objects linked to your activity as well as quickly convert attendees into CRM contacts to never missed a lead.

Accessing the Activity Details Modal

You can open the Activity Details modal in two ways:

1️⃣ From the Activity page, by clicking on the edit CRM entities label “Deal, Contact, and Company.”

2️⃣ From any Transcription page.

Integrating with CRM

Everything syncs automatically to your CRM! Read more about our instant integrations:

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