Whether you're using Hubspot, Salesforce, Pipedrive, or another supported CRM, you can now sync both custom and general fields across multiple CRM entities:

Opportunities
Companies
Contacts
Leads

This guide walks you through how to manage CRM fields, add new ones, and choose between automatic or manual syncing. 🚀

Accessing the CRM Fields Page

To get started with managing your CRM fields:

Go to the CRM Settings (Settings -> Workspace -> Integrations) in your Kickscale dashboard.
Enable Sync CRM Fields
Click Manage CRM Fields.
A new page will open showing four tabs:
- Opportunities
- Companies
- Contacts
- Leads

Each tab represents a CRM entity you can sync data to.

Adding a New CRM Field

When adding a new field, Kickscale guides you through a simple 3-step setup process:

Select CRM Field
Choose the field from your CRM that you want to sync.
Set Name & Description
Give the field a clear name and a helpful description to make it easy for your team to understand.
Field Overview & Sync Options
Review the field's details (e.g., options for dropdowns). Choose whether the field should be:
- Synced automatically (updated in the CRM as soon as data changes)
- Synced manually (updates must be confirmed and pushed manually)

How It Works

Once added and enabled:

CRM fields will be analyzed after each meeting.
If a custom field’s information is discussed during the meeting, Kickscale will automatically extend or update the field in your CRM.
- Multiline Textfields will be extended
- All other field types will be replaced

Meeting Type–Based CRM Field Configuration

Kickscale allows you to control which CRM fields are synchronized per meeting type. This gives you full flexibility to decide which data is sent to your CRM depending on the type of meeting.

You can configure meeting-type-specific CRM field syncing in two places:

In the meeting type settings
In the CRM field settings

Both views reflect the same configuration, so changes in one will automatically be reflected in the other.

Configure CRM Fields in a Meeting Type

When editing a meeting type, you can define which CRM fields should be synced for that specific meeting type.

How it works:

Go to Meeting Types in your Kickscale settings.
Edit an existing meeting type
In the CRM section, you’ll see a list of available CRM fields.
Toggle each CRM field on or off to control whether it should be synced for this meeting type.

Select Active Meeting Types in CRM Field Settings

Alternatively, you can manage the same configuration directly from the CRM field settings:

Open Manage CRM Fields.
Select a CRM field.
In the field settings, choose the meeting types for which this field should be active.
Save your changes.

Changes made here are reflected in the meeting type view as well.

Automatic vs. Manual Sync

Once a field is added, you can decide how updates are handled:

Automatic Sync
Changes made in Kickscale are pushed directly to your CRM.
You can view the exact updates that were synced in the CRM tab of the customer interaction detail view.
Manual Sync
Kickscale detects and displays pending changes in the same CRM tab view.
You can:
- Edit values before syncing
- Sync changes one by one
- Or push all changes at once

Supported CRMs & Field Types

Below is an overview of which CRM systems support which field types in Kickscale:

CRM System	Custom Fields	General Fields
Hubspot	✅ All types supported 🟢	✅ All types supported 🟢
Close	✅ All types supported 🟢	✅ All types supported 🟢
Microsoft Dynamics	🔶 Only multiline text 📝	✅ All types supported 🟢
Pipedrive	✅ All types supported 🟢	✅ All types supported 🟢
Salesforce	✅ All types supported 🟢	✅ All types supported 🟢
Zoho	✅ All types supported 🟢	✅ All types supported 🟢

❗️If a general field you're looking for is missing, reach out to support@kickscale.com so we can check whether syncing it is possible.

Special Case: Hubspot Integration Deprecated

If you're using Hubspot and only see multiline text fields available, your integration might be deprecated.

To fix this:

Go to your Kickscale Integrations settings.
Disconnect Hubspot.
Reconnect your Hubspot account.

After doing so, all field types should become available again.

Example: Custom Field Description

A great description for a custom field ensures clear mapping and accurate analysis.

Example Description:

Field Name: Pain Points and Challenges
Description:
"This field captures key challenges and pain points raised by the customer during discussions. Use this field to document specific barriers they face, such as operational inefficiencies, budget constraints, or unmet strategic goals. Ensure to specify how these challenges impact their decision-making process."

This level of detail ensures that insights from meetings are correctly aligned with the CRM field's purpose.

Tips & Best Practices

Use descriptive field names and descriptions to help your team understand what data is being synced.
Start with manual sync for new fields to ensure everything works as expected before switching to automatic sync.
Regularly review the CRM tab in your interaction detail view to keep track of what’s being synced and when.

Troubleshooting

Issue	Solution
Can’t find a general field you need	Contact support@kickscale.com so we can verify sync availability
Hubspot only shows multiline text fields	Disconnect and reconnect the Hubspot integration
CRM values aren't updating	Check if the field is set to manual sync and push changes manually from the CRM tab
I can't see the field changes in the CRM Tab of the conversation detail view	Make sure to assign the conversation to a CRM entity first, before you can see the field changes