> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mavioapp.com/llms.txt
> Use this file to discover all available pages before exploring further.
# CRM Integrations
> Connect Mavio to Salesforce and HubSpot to log meeting notes, action items, and insights to your CRM.
Mavio integrates with Salesforce and HubSpot to automatically log meeting summaries, action items, and conversation insights to the relevant contacts, deals, and accounts in your CRM. Sales teams save hours of manual CRM data entry after every call.
## Supported CRMs
Log meeting notes to contacts, accounts, opportunities, and custom objects.
Log meeting notes to contacts, companies, and deals with engagement tracking.
## Setting up Salesforce
Go to **Settings > Integrations > Salesforce** and click **Connect**. Sign in to your Salesforce org and authorize Mavio.
Choose what Mavio logs and where:
* **Log to contact** — match meeting attendees to Salesforce contacts by email
* **Log to account** — associate notes with the related account
* **Log to opportunity** — link to an open opportunity when detected
* **Activity type** — log as a Task, Event, or custom activity
Choose which content is pushed to Salesforce:
* Meeting summary
* Action items
* Key decisions
* Sentiment analysis
* Recording link
### Salesforce features
| Feature | Description |
| --------------------------- | ------------------------------------------------------------------------------------- |
| **Auto-contact matching** | Mavio matches meeting attendees to Salesforce contacts by email address |
| **Opportunity association** | When a contact is linked to an open opportunity, the meeting note is logged there too |
| **Custom fields** | Map Mavio data to custom Salesforce fields on contacts, accounts, or opportunities |
| **Activity logging** | Creates Salesforce activities (Tasks or Events) with the full meeting summary |
| **Sentiment tracking** | Logs customer sentiment (positive, neutral, negative) detected from the conversation |
For sales teams, enable **Opportunity association** so every client call is automatically linked to the relevant deal. Your pipeline reports will reflect actual conversation activity.
## Setting up HubSpot
Go to **Settings > Integrations > HubSpot** and click **Connect**. Sign in to your HubSpot account and authorize Mavio.
Choose your logging preferences:
* **Log to contact** — match attendees to HubSpot contacts
* **Log to company** — associate with the related company
* **Log to deal** — link to associated deals
* **Engagement type** — log as a Meeting, Call, or Note
Choose the content to push:
* Meeting summary
* Action items
* Key decisions
* Next steps
* Recording link
### HubSpot features
| Feature | Description |
| ------------------------- | ----------------------------------------------------------------------- |
| **Auto-contact matching** | Match attendees to HubSpot contacts by email |
| **Deal association** | Link meeting notes to active deals |
| **Timeline entries** | Meeting notes appear on the contact and deal timeline |
| **Property updates** | Optionally update contact properties (last meeting date, meeting count) |
| **Engagement tracking** | HubSpot tracks the meeting as an engagement activity |
## Automatic vs. manual logging
### Automatic logging
Enable auto-logging in **Settings > Integrations > \[CRM] > Auto-log** to push notes for every meeting that matches your rules. Filter by:
* Meeting type (external only, client calls, etc.)
* Attendee domain (only log when attendees from specific domains are present)
* Calendar keywords (meetings titled "sales call", "demo", etc.)
### Manual logging
Push any meeting to your CRM on demand:
1. Open the meeting in Mavio.
2. Click **Share > Log to CRM**.
3. Mavio shows matched contacts and records. Confirm or adjust the mapping.
4. Click **Log** to push the data.
## What appears in your CRM
When Mavio logs a meeting, your CRM receives a structured entry:
```
Meeting: Weekly Sync with Acme Corp
Date: April 12, 2026 | Duration: 45 min
Attendees: Jane Smith (Acme), Bob Lee (Acme), You
Summary:
Discussed Q3 renewal timeline. Acme wants to expand from 50 to 120 seats.
Jane raised concerns about SSO integration timeline. Agreed to provide
SSO roadmap by April 19.
Action Items:
- [You] Send SSO roadmap document by April 19
- [Jane] Share internal approval timeline by April 15
Sentiment: Positive
Next Steps: Follow-up meeting scheduled for April 19
[View full transcript in Mavio →]
```
## Cross-meeting insights
Mavio can surface CRM-relevant insights across multiple meetings with the same contact or account:
* **Relationship timeline** — see every meeting with a contact over time
* **Topic trends** — track what topics come up repeatedly with an account
* **Sentiment history** — monitor whether sentiment is trending positive or negative
* **Commitment tracking** — view all action items across meetings for a deal
Access these insights from the Mavio dashboard under **Contacts** or by asking Mavio AI: "What have we discussed with Acme Corp over the last month?"
## Troubleshooting
Check that auto-logging is enabled and the meeting matches your filter rules. Verify the CRM connection is active in **Settings > Integrations**.
Mavio matches by email address. If a meeting participant's email does not exist as a contact in your CRM, the note will not be associated. Create the contact in your CRM or use manual logging to map it.
Mavio selects the most recently active opportunity associated with the matched contact. You can override this during manual logging or adjust the association rule in integration settings.