This article explains how to manually log a call or recorded meeting from Jiminny to your CRM — what information you can log, and where you can do it: in Sidekick, in the Jiminny Desktop App, or in Jiminny web.
Before you start
Your organisation needs a connected CRM, and Manual CRM Logging must be enabled for your team. If you are an admin, see Setting up CRM Activity Logging.
The meeting host can always log or update an activity. Users with Manager or Admin permissions can also do this, as long as they have CRM access and share the same playbook as the host.
Note: Jiminny can also log calls to your CRM automatically, without any action from you. This article covers the manual flow — for automatic logging, see Setting up CRM Activity Logging. Even with automatic logging enabled, you can still log or update a call manually at any time.
What you can log
Whichever place you log from, the options mirror what is configured in your CRM. Depending on your setup, you can add:
Contact / Lead / Account / Deal — select the record(s) the call relates to
Activity Type — for example Discovery Call or Cold Call. You must select an Activity Type to log to your CRM
Subject — an optional title for the activity
Deal or opportunity stage — update the stage as part of logging
Call summary — the outcome of the call for future reference
Custom fields — any other fields your team has configured
Timestamped notes taken during the call are sent to the CRM record as part of the activity.
Note: Once you log the activity, the notes are sent to your CRM and can no longer be edited in Jiminny.
Where you can log a call
In Sidekick
After you finish a meeting or a call made with Jiminny Voice, Sidekick prompts you to log the activity. Select the relevant options from each dropdown, add your summary, and select Log. The call and your timestamped notes are saved to both Jiminny and your CRM.
If you are new to Sidekick, see What is Sidekick?
In the Jiminny Desktop App
You can log recorded meetings to your CRM directly from the Desktop App once the meeting ends. If an activity is already logged, you can update the CRM record from the app.
For how the Desktop App records, see Invisible recording with the Jiminny Desktop app.
In Jiminny web
Open any recorded call and select Log in the top right. You can also update an activity that has already been logged.
The logging status in the top right shows which contact, lead, deal, or account the call was logged against. If it was logged to the wrong record, you can reassign it — this moves the activity in your CRM to the correct object.
Note: Reassigning is available for Salesforce, HubSpot, Zoho, and Pipedrive only.
Creating a follow-up
When logging, you can optionally create a follow-up task on the same record. You can set:
Subject — the purpose of the follow-up
Priority — the urgency of the task, so you can filter in your CRM
Due date — when the follow-up should be done by
When you log the call, the follow-up task is created in your CRM at the same time.
Note: Whether follow-up is available depends on your organisation settings.
FAQ
1. Can I log a call manually if automatic logging is enabled?
Yes. You can log or update a call manually from any of the places above at any time.
2. Can I edit my notes after logging?
No. Once the activity is logged, the notes are sent to your CRM and can no longer be edited in Jiminny.
3. Why can't I see the Log option?
CRM logging may be disabled for your team, or you may not have permission. The Log option is available to the meeting host, and to Managers and Admins with CRM access who share the host's playbook.