Premium CRM Integrations
Say goodbye to manual CRM updates and messy data
AskElephant listens to every meeting, extracts the insights that matter, and populates your HubSpot or Salesforce records.
Saves reps 5+ hours per week on data entry
Meeting SummaryYour AI Agent, working inside your CRM.
From conversation to structured data in seconds—not hours.
Meeting Ends
Waiting...
AskElephant
Ready
CRM Synced
Waiting...
Pre-built Automations
Automation Recipes Built for Revenue Teams
Pre-built workflows that start working the moment you connect your CRM.
Auto-populate BANT fields
Discovery Call ends
Update "Budget," "Authority," "Need," and "Timeline" fields in your CRM
“Reps never manually enter discovery data again”
Flag objection risks automatically
Objection is detected in a call
Create "Risk Alert" on the Salesforce Opportunity and notify the manager
“No deal risk goes unnoticed—leadership sees issues early”
Instant onboarding handoff
Handover Meeting completes
Draft personalized onboarding email in HubSpot and create CS tasks
“New customers feel cared for from day one”
Technical Capabilities
Built for Complex CRM Setups
Whether you have 10 custom fields or 1,000, AskElephant adapts to your schema.
Custom Field Mapping
We don't just dump text into notes. AskElephant maps extracted data to your specific picklists, dropdowns, number fields, and multi-selects—maintaining data integrity across your entire CRM.
Bi-Directional Context
AskElephant reads existing CRM data to make the AI smarter. Account history, deal stage, and prior notes inform every summary—so the AI never asks what it should already know.
Custom Objects & Non-Standard Schemas
Got a custom "Playbook" object? A non-standard opportunity model? AskElephant works with your exact setup—no forced migrations, no data model compromises.
Field Mapping Configuration
All syncedMap AskElephant insights to any standard or custom CRM field.
Enterprise-Grade Security
SOC 2 Type II Certified
Annual audits verify our security controls
Granular Permissions
You control exactly what we can read & write
Security Portal
Full documentation of our security posture