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 -> 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)
  
  For multiline text fields, you can also choose how new meeting information is synchronized. You can either append new entries (default) or merge new information into a continuously updated field (see below).

How It Works

Once added and enabled:

CRM fields will be analyzed after each meeting.
If information relevant to a configured CRM field is discussed during the Meeting, Kickscale updates the field in your CRM.
How the field is updated depends on its type:
- Multiline text fields can either append newly extracted information or merge it with the existing value, depending on the field configuration.
- All other field types replace the existing value with the latest extracted information.

Multiline Text Field Options

Multiline text fields offer additional synchronization options. This allows you to choose how Kickscale updates the field after each Meeting.

Append Mode (Default)

By default, Kickscale appends newly extracted information to the beginning of the existing CRM field, creating a chronological history of meeting insights.

To keep the field readable, Kickscale automatically removes duplicate information while preserving previous Meeting notes.

This mode works well if you want to maintain a chronological history of customer conversations in a single CRM field.

Available options:

Merge Multiline Text Values: Disabled
Synchronize meeting title and date: Optional. Adds the Meeting title and Meeting date before each newly appended entry.

Merge Mode

When Merge Multiline Text Values is enabled, Kickscale continuously updates a single consolidated field instead of creating a new entry for every Meeting.

Kickscale intelligently combines the existing CRM content with newly extracted information into a single consolidated value. Duplicate information is removed while unique details are preserved.

This mode is useful for fields that should always contain the latest consolidated information or follow a predefined structure or format.

Since Merge Mode maintains a single consolidated value instead of a chronological history, Synchronize meeting title and date is not available in this mode.

Available options:

Merge Multiline Text Values: Enabled
Synchronize meeting title and date: Not available

Tip: Use Append Mode if you want a history of Meeting insights. Use Merge Mode if you want one clean, continuously updated CRM field.

Note: Changing this setting affects how future Meeting insights are synchronized. Existing CRM field content is preserved.

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

Need help or have questions?
📩 Reach out to us anytime at support@kickscale.com — we're happy to help!

How to Synchronize CRM Fields in Kickscale