Automate deal data updates with PromptLab CRM Autofill
CRM Autofill keeps your deal and contact records accurate by populating fields automatically from emails, calls, and meetings — no manual entry needed.
CRM Autofill eliminates manual data entry by automatically populating your deal and contact records from real customer interactions. Every email you send, call you take, and meeting you hold updates the relevant CRM fields in real time — so your pipeline always reflects what's actually happening.
How CRM Autofill works
When you connect your communication tools (email, calendar, video conferencing), PromptLab listens to incoming and outgoing activity and maps it to the correct deal or contact. For example:
- An email thread with a prospect updates the last activity date and adds a notes summary
- A completed Zoom call updates the deal stage and logs the meeting under the contact record
- A follow-up meeting invite updates next task on the deal
No action is required from your team. The data flows in as activity happens.
Enable CRM Autofill
Open the integrations panel
Go to Settings > Integrations > CRM Autofill.
Turn on CRM Autofill
Toggle the CRM Autofill switch to enabled. PromptLab will begin processing new activity immediately.
Configure field mapping
Go to Settings > CRM > Field Mapping to choose which fields PromptLab populates automatically. See the Field mapping section below for the full list of available fields.
Verify data is flowing
After 24 hours of activity, open any active deal and check that the CRM fields are being updated. If a field is not populating, confirm that the corresponding communication tool is connected under Settings > Integrations.
Field mapping
You control which fields PromptLab writes to. Navigate to Settings > CRM > Field Mapping and toggle each field on or off.
| Field | Description |
|---|---|
| Contact name | Full name extracted from email signatures and call transcripts |
| Primary email address for the contact | |
| Phone | Phone number from signatures or call metadata |
| Company | Company name associated with the contact |
| Deal stage | Current stage in your pipeline, updated based on detected activity signals |
| Last activity | Date and type of the most recent interaction |
| Next task | Follow-up action detected from meeting notes or email commitments |
| Notes summary | AI-generated summary of recent interactions for the deal |
The Pro plan supports autofill for the standard fields listed above. The Business plan unlocks unlimited field mapping, including any custom fields you have defined in your pipeline.
Custom CRM integrations
If your team uses a dedicated CRM such as Salesforce, HubSpot, or an internal ERP system, PromptLab can sync autofilled data directly into those platforms instead of — or in addition to — the built-in pipeline.
Custom CRM integrations require the Enterprise plan. To get started, contact your PromptLab account manager. They will work with your team to configure the integration and set up a secure data sync.