# CRM Autofill

> Automatically populate CRM fields from Leexi call content.

<tip>

**Definition:** CRM Autofill automatically fills deal, contact, or organization fields based on information detected in calls and AI outputs.

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**Feature video**

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No video is available at this time.

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<card-group>
<card icon="i-lucide-users" title="Who is this for?">

- Teams who want to limit data re-entry in their CRM.
- RevOps or CRM administrators who structure update automation.

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<card icon="i-lucide-lock" title="Permissions and licenses">

- Requires: <plan-badge plan="leexi-coach">



</plan-badge>
- Requires the **Leexi Coach** add-on and an active CRM integration.
- Configuration requires CRM field management rights.
- Available workflows also depend on the connected CRM.

</card>
</card-group>

#### How to use it

<steps>

### Connect the CRM

First, activate the CRM connector appropriate for your organization.

### Open the Autofill configuration

Go to `Settings > Leexi Coach > Autofill CRM`. The page only appears in the menu once a compatible CRM integration is enabled.

### Choose which fields to populate

The selector at the top of the page switches between the `Deal`, `Contact` and `Organization` objects. Add the target fields for each object, then link them to the right business context. The `Sync` button reloads the list of available fields from the CRM.

![CRM field setup](https://media.docs.leexi.ai/studio/images/fr/5.business/3.crm-autofill/image01.png)

![Association with meeting types](https://media.docs.leexi.ai/studio/images/fr/5.business/3.crm-autofill/image02.png)

### Verify the result on real cases

Test autofill on a few calls before extending it to a larger scale.

</steps>

## Going further

- CRM Autofill integrations cover Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, Zoho, and Odoo depending on your configuration.
- Leexi can complete up to **90 CRM fields** (30 per category: Deal, Contact, Organization).
- Each field must be accompanied by a description telling Leexi what information to retrieve (example: for the "Budget" field, indicate "Details about the budget and the company's financial situation").
- Each field must be linked to one or more meeting types.
- Behavior depends heavily on the quality of field descriptions, meeting types, and selected fields.
- Autofill is more reliable when calls are well-qualified and CRM objects are clean.
- **Autofill does not overwrite an existing value**: if a field is already filled in the CRM, Leexi won't overwrite it.

## Frequently asked questions

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<accordion-item icon="i-lucide-circle-help" label="Do I need to connect the CRM before configuring autofill?">

Yes. Without an active CRM integration, the setup page can't be used.

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<accordion-item icon="i-lucide-circle-help" label="Are all CRM fields good candidates?">

No. You should prioritize fields that are useful, stable, and truly fillable from a call.

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</accordion>

## Things to watch out for

- Avoid setting up too many fields at the start.
- Test each automation on real cases before generalizing. We recommend a one-week trial period to verify data is being properly collected.
- Poor field framing quickly creates noise in your CRM.
- Auto-completion cannot create new fields in the CRM: fields must already exist on the CRM side.
- Multi-select fields are filled on Salesforce, HubSpot, Pipedrive, Microsoft Dynamics and Zoho, but not on Odoo.
- Effectiveness depends on the quality of data exchanged during calls.

## Related articles

- [Meeting types](/en/guides/customization/conversation-types)
- [Integrations](/en/guides/general-settings/integrations)

## Previous and next pages