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CRM Automation

Eliminate manual CRM updates

Leverage the most robust CRM integrations on the market to automatically update any field—with human-in-the-loop when you need it.

Lumina Systems - New Deal
Amount: --Close Date: 01/31/2026
Actions

Deal Insights

Next Steps
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Pain Points
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Competitors
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ICP Score
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Buyer Committee
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Discovery

Thinking...
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Data Health
Any field, automatically

Update any CRM field from conversations

From MEDDPICC fields to custom properties, AskElephant updates any field in your CRM automatically based on conversation insights.

  • Standard and custom fields supported
  • Complex relationships and validation rules handled
  • No manual data entry required
Human oversight

Automation with human-in-the-loop

Configure approval workflows for sensitive fields. Some updates can be automatic while others require human review and sign-off.

  • Flexible approval workflows
  • Control automation vs oversight balance
  • Compliance and risk management
Schema intelligence

Adapts to your CRM structure

AI understands your CRM schema automatically. Works with your existing setup—no need to change how your team has configured fields and relationships.

  • Learns your CRM schema automatically
  • Handles complex field types and relationships
  • Adapts to your existing workflows

Built For

Every revenue team, one platform.

AskElephant automates the busy work across sales, post-sales, and operations—so your team can focus on what matters.

Sales

Call recordings
Auto CRM updates
Deal intelligence
Follow-up drafts
Win/loss analysis
Explore sales solutions

Post-Sales

Handoff docs
Churn alerts
QBR prep
Health scores
Renewal tracking
Explore post-sales solutions

RevOps

CRM hygiene
Process audits
Workflow builder
Integrations
Pipeline reports
Explore RevOps solutions

Leaders

Coaching insights
Rep scorecards
Deal visibility
Methodology tracking
Forecast accuracy
Explore leadership solutions

FAQ

Frequently asked questions

Which CRM fields can be automatically updated?
Any field can be updated automatically—from standard fields like deal stage and close date to custom fields and complex relationships. The AI understands your CRM schema and maps conversation insights to the right fields.
What CRM systems does AskElephant support?
AskElephant supports Salesforce and HubSpot as primary CRM integrations. AskElephant can read and write data to standard and custom CRM fields, update opportunity stages, log activities, and create tasks.
How does AskElephant improve CRM data quality?
AskElephant improves CRM data quality by automatically capturing information that representatives typically forget or neglect to enter. This eliminates reliance on manual data entry and ensures CRM records reflect actual conversation content.
What happens if CRM updates conflict?
AskElephant includes conflict resolution logic and can be configured to handle duplicates, overwrites, or create new records. You control the behavior through field mapping rules and update priorities.

Tired of CRM admin?

Book a demo and we'll show you how to eliminate manual CRM updates for your team.