AI CRM Filling automates data hygiene in your CRM. By analyzing calls and emails and extracting key information, Jiminny saves your team countless hours of manual data entry and finally makes your CRM a source of truth for impactful decision-making. It turns every conversation into structured, actionable CRM data — improving forecasting accuracy, customer health tracking, and cross-team visibility.
Sales teams get reliable deal and pipeline data.
Customer Success teams get proactive churn and upsell signals.
Product teams get prioritized feedback from real customer conversations.
Marketing teams get authentic attribution and messaging insights.
Leaders get richer visibility — all without manual data entry.
Check out this article if you are looking for automation ideas.
How it works
Your Admin or Manager creates an AI CRM filling template to specify what information should be extracted from calls and emails and where it should go in the CRM.
After each call, Jiminny’s AI uses the template rules to extract relevant details, and populate the correct CRM field(s).
Note: This feature currently works only for Salesforce and Hubspot CRMs.
Setting Up AI CRM Filling
Create a Template
Admin and Manager roles can configure AI CRM filling templates under Organization Settings > AI Automations. For each template they can set the following
CRM Object that should be updated - We currently support Deals, Accounts and Leads (SFDC only) (Contacts and Tasks will be coming in the next couple of months)
Teams - Which team's activity the template should apply to
Trigger - When you want this template to be triggered - on a new conference call, on a new dialer call, on a new email or when the deal stage is changed.
Deal Stage - Specify at which Deal Stages Jiminny should execute the automation
Automated or Manual - specify whether you want us to push the updates automatically in your CRM or you want to manually review them before sending to the CRM
Note: The 'Deal Stage Changed' and 'New Email' triggers are only available when 'Deal' is specified as an Object in the template.
Set Fields
In each template you can add as many fields you want to be updated. For each field you need to set the following:
Choose the CRM Field - from the list of CRM fields that Jiminny supports for the Object you have selected
Prompt - these are instructions for the AI which Jiminny uses to extract the relevant information from the call. The response from the AI will use the language in which you have written the prompt (even if the call was in another language).
Analysts scope - specify whether you want Jiminny to analyse only the call context or the whole deal (this option is available only when Deal is selected as an object in the template)
Specify whether you want to override existing data - this means that the new value will replace any content that already exists in this field in the CRM.
Here are the fields types we support:
Text - text/text area (all variations)/ single line text/multi line text
Boolean - checkbox
Number
Picklist - picklist/multiple checkboxes/radio select/dropdown select
Currency
Date - date/date time
Phone
Note 1: The information about any field restrictions and rules is automatically synced from your CRM and provided to the AI to ensure the field is populated based on its type and requirements.
Note 2: If the information you are looking for is not covered on the call then we won't populate anything in the CRM field.
Test Your Prompt
Select a call/deal(depending on the analysis scope) and see how your prompt performs in real time. It is a good practice to do a couple of tests on different calls to ensure your prompt is generating the desired result.
Using AI CRM Filling after your calls
Automatic Sync
Any time a call is ready, or an email is received on a deal or the deal stage is changed we will look at all templates and determine which ones should be triggered by that. Then your prompts will be run and we will populate any fields for which the AI finds the information you need.
This will happen automatically and there are no additional steps that you need to do.
Note: Make sure that the person who set up the integration between Jiminny and your CRM has editable rights and access to the CRM fields you want to fill. If the CRM Owner doesn't have the right access then Jiminny will not be able to fill the field.
Manual Sync
Any time an interaction (call or email) is processed or the deal stage is changed Jiminny will look at all your templates and determine which ones should be triggered. Your prompts will be run and Jiminny will show you all the fields for which the AI has found the information you need. Then a rep or a manager will need to review them and manually log them to the CRM.
Depending on whether your prompt is set to run on a call on deal context you will have several options where you can look for the results.
On Demand - if your prompts are set to run on a call context
Use the filter in On Demand called 'Pending CRM notes' to filter for only the calls which have AI CRM notes generated that are still not synced to the CRM.
Once you open one of these calls you will see a section under the Player called 'AI CRM Notes.
In there you have the option to choose which fields you want to log in the CRM and which ones you want to discard. You can also edit the content before logging it.
Note: This is only available to you if you are the host of the call or have an Admin/Manager permission and CRM Access.
Pro tip: You can set up a daily nudge in On Demand and get notifications about all the calls from the previous day that have AI CRM notes generated.
2. Deal Insights - usefully for templates that are set to run on a Deal object
When you open Deal Insights you will see your CRM icon on any deal that has AI CRM notes generated that are still not synced to the CRM.
Clicking on it will lead you to a new tab in the Deal View called 'AI CRM Notes'.
In there you have the option to choose which fields you want to log in the CRM and which ones you want to discard. You can also edit the content before logging it.
You will see all the fields that can be updated on this deal from any templates that were run - irrelevant if they were produced on a call or deal context.
Note: This is only available to you if you are the owner of the deal or have an Admin/Manager permission and CRM Access.
We will automatically delete all unlogged notes 7 days after they were generated as at that point we consider them outdated.
Additional Information
If at the time a call is ready and it is not associated to a CRM object yet then Jiminny will wait 24 hours for it to be manually logged and associated with the appropriate Deal/Account/Lead/Contact. At this point Jiminny will check and run any templates that match the activity.
For any details about logging a call to your CRM you can check out this article.
Best Practices
Template Variations: Create different templates for different teams and Deal Stages.
Iterate on Prompts: Keep prompts concise. Test your Prompts with several calls to ensure they give correct results
Review Performance: Monitor how well your fields are being filled. Tweak Prompts and synchronisation options as needed.
AI Context: We leverage the information that is provided in the AI Context and use it to provide the highest quality answer. It gives us key information for your business which helps the LLM to adjust the answer based on your needs. For more information take a look at this article.
Notify your team: Make sure that your CRM Admin and your team know that you will be setting up these automations.
Note: If you see repeated suggestions from the AI that aren’t correct, let your Jiminny Admin or Manager know: the Prompt for this field probably needs to be refined.
What is coming next:
Here are some of the things we will be working on to enhance this functionality:
CRM filling for Contacts and Tasks
FAQ
1. What will happen if multiple templates apply to one call?
1. What will happen if multiple templates apply to one call?
In case you have several templates applying on a same call then we will run the Prompts for all of them and populate all fields that we find information for.
2. What happens if in my templates you have different prompts to populate the same field?
2. What happens if in my templates you have different prompts to populate the same field?
In that case, then the Prompt that was edited the most recently is the one that will apply (except if this Prompt didn’t allow Jiminny's AI to provide an output, then Jiminny will take the other one).
3. Can I use this feature with custom CRM fields?
3. Can I use this feature with custom CRM fields?
Yes. We support any field with the following types - text, bool, number, pick list, currency, date. It doesn't matter if it is custom or not.
4. I have added a new field in my CRM but I don't see it in the list, why is that?
4. I have added a new field in my CRM but I don't see it in the list, why is that?
We automatically pull all the fields you have in your CRM, together with their validation, twice a day (1:00 UTC and 11:00 UTC). This is limited because it requires many requests to your CRM and we are mindful of the limits you may have.
If you have just added a new filed then use the 'Sync now' link button located right bellow the fields list. This will trigger a sync with the CRM so we can pull any new fields that were created/updated.
5. Why can't I see the field I want to automate in the list?
5. Why can't I see the field I want to automate in the list?
There can be multiple reasons for this:
if you have added the field today then please refer to FAQ 4
check if the field's type is part of the types that we support for this feature
check if the field is editable in your CRM or not
check if the field is attached to the CRM object in your template - Deal, Account, Contact, Lead.