> ## 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.

# Sales Call Workflow

> A complete workflow for sales teams: record discovery calls, sync meeting notes to your CRM, and automate follow-ups.

This guide builds a complete sales recording workflow from end to end. By the time you finish, every sales call will be automatically recorded, summarized, synced to your CRM, and followed up on -- without your reps lifting a finger after the call.

## What you will build

* Automatic recording of all sales calls
* AI summaries tuned for sales conversations (pain points, objections, next steps)
* Automatic CRM sync to Salesforce or HubSpot
* Follow-up email drafts generated from meeting content
* Deal intelligence across multiple calls with the same prospect

## Prerequisites

* Mavio **Team** plan
* CRM integration enabled (Salesforce or HubSpot)
* [Zoom](/guides/setup-zoom-integration) or [Google Meet](/guides/setup-google-meet) connected
* [Slack](/guides/setup-slack-notifications) connected (optional)

## Set up the workflow

<Steps>
  <Step title="Configure auto-recording for sales calls">
    Go to **Settings > Recording > Auto-join rules** and create a rule:

    * **Filter:** Calendar events with external attendees (people outside your organization's domain)
    * **Or filter:** Calendar events with the label "Sales" or containing keywords like "demo", "discovery", "proposal"
    * **Action:** Auto-join and record

    This ensures every external-facing call is captured without reps remembering to click record.
  </Step>

  <Step title="Set up a sales summary template">
    Navigate to **Settings > AI > Summary templates** and create a template called "Sales Call":

    * **Call overview** -- one paragraph summary of the conversation
    * **Pain points** -- specific problems the prospect mentioned
    * **Objections** -- concerns or pushback raised during the call
    * **Competition** -- any competitors mentioned and context
    * **Budget and timeline** -- buying signals and timeframe indicators
    * **Next steps** -- agreed-upon follow-ups and commitments
    * **Action items** -- tasks for your team with assignees

    Apply this template to all meetings matching your sales filter.

    <Tip>Custom summary templates focus the AI on extracting the information your team actually needs, rather than generating a generic overview.</Tip>
  </Step>

  <Step title="Connect your CRM">
    Go to **Settings > Integrations** and connect **Salesforce** or **HubSpot**:

    * Mavio matches meetings to CRM contacts and deals based on attendee email addresses
    * Meeting summaries are logged as activities on the relevant contact and deal records
    * Action items can be synced as CRM tasks with due dates

    <Note>Mavio uses attendee email addresses to match contacts. Ensure your CRM contacts have up-to-date email addresses for accurate matching.</Note>
  </Step>

  <Step title="Route summaries to Slack">
    Create a routing rule in **Settings > Integrations > Slack** that sends all sales call summaries to a `#sales-calls` channel. This gives the entire sales team visibility into active conversations without checking the CRM.
  </Step>

  <Step title="Enable follow-up email generation">
    After each sales call, Mavio can generate a follow-up email draft. Enable this under **Settings > AI > Follow-up emails**:

    * Select your email client (Gmail or Outlook)
    * Choose the tone (professional, friendly, formal)
    * Include a summary of the discussion and confirmed next steps
    * The draft appears in your email client ready to review and send
  </Step>
</Steps>

## Using Mavio AI for deal intelligence

Mavio AI becomes a powerful sales tool when you have multiple calls with the same prospect:

* **"Summarize all calls with Acme Corp"** -- get a full account history
* **"What objections has this prospect raised across all our meetings?"** -- spot patterns
* **"Compare what they said in the discovery call vs. the demo"** -- track how sentiment evolved
* **"What commitments have we made to this prospect?"** -- avoid dropped balls

## Measuring team performance

Team admins can use the Mavio dashboard to track:

* Total meetings recorded per rep per week
* Average action item completion rate
* Most common objections across the team
* Follow-up response times

<CardGroup cols={2}>
  <Card title="Connect to Salesforce" icon="cloud" href="/documentation/integrations/crm">
    Detailed CRM integration setup and field mapping.
  </Card>

  <Card title="Automate further with Zapier" icon="bolt" href="/guides/automate-with-zapier">
    Build custom automations beyond the built-in CRM sync.
  </Card>
</CardGroup>