Jiminny can log your recorded meetings to your CRM automatically, or you can do it manually after each meeting. This article explains the difference and how to set up each option.

Manual logging lets you review and confirm CRM details after each meeting before the activity is logged. This is useful when your CRM data is complex — for example, when you need to manually associate the call with the correct contact, lead, or deal.

Fields typically include:

Automatic logging sends meeting data to your CRM without any action from the rep. Once set up, every recorded meeting that matches your playbook criteria is logged automatically against the correct CRM record.

Jiminny automatically detects the activity type for each call, so even complex setups with multiple activity types are handled without manual input. Combined with AI CRM filling, which automatically populates CRM fields after the call, automatic logging removes the admin burden from reps entirely.

One thing to note: automatic logging matches meetings to CRM records based on attendee email domains. If no matching account is found, the call is tagged as Unknown. Keep your CRM accounts up to date to avoid this.
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There are a couple of steps you’ll need to take in order to get set up and moving:

Go to Organisation Settings > Playbooks & Coaching Frameworks and make sure your playbook reflects your activity types. This should match your CRM setup — auto-logging uses the playbook to determine how meetings are categorised and logged.

You can set a default playbook to ensure any unassigned team members are covered automatically.
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2. Define the teams

Go to Organisation Settings > Teams and set up your teams — for example, BDRs and AEs. Each team will be linked to a playbook.
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3. Enable CRM logging and Auto-logging

Go to Organisation Settings > CRM Activity Logging and enable both CRM Logging and Auto-logging.

Enabling CRM Logging simply means you can use Jiminny Sidekick or Desktop app to capture notes in meetings and then give you the ability to fill out the opportunity/deal stage info and meeting notes and send that to your CRM to update it on the meeting progress.

4. Set a default Activity type

Select a default activity type to use when a call's activity type hasn't been detected automatically or set manually. Jiminny will fall back to this type to ensure the meeting is always logged.
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​5. Define time frame for Auto-logging

Choose how long after the meeting ends Jiminny waits before logging to the CRM — from instantly up to 8 hours.

6. Confirm it’s enabled

Open any recorded call in Jiminny. If you see a Log button in the top right, CRM logging is enabled. For auto-logging, it will trigger automatically on the next qualifying call.
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Note: The 'Log' option can be seen and actioned by the host of the meeting. It can also be done by any user with Manager and Admin permissions. The only condition is that they need to have CRM access and their team's Playbook needs to be the same as the Playbook of the host of the call.

Open the meeting in Jiminny and look for the CRM logging status in the top right corner. Clicking on it shows which contact, lead, deal, or account the meeting was logged against in your CRM.

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. This option is visible to the meeting host and to users with Manager or Admin permissions, provided they have CRM access and share the same playbook as the host.

Does auto-logging work with all recording methods?
Yes. Auto-logging works with the Jiminny Desktop App, Jiminny Notetaker, and Jiminny Voice.

What happens if Jiminny can't detect the activity type?
Jiminny will use the default activity type you configured in your settings to ensure the meeting is still logged.

What happens if no matching CRM record is found?
If no matching account is found based on the attendee's email domain, the call is tagged as Unknown. Make sure your CRM accounts are kept up to date to avoid this.

Who can log or update a CRM activity?
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.

Can I manually log a meeting if auto-logging is enabled?
Yes. You can still log or update a meeting manually from the meeting page in Jiminny at any time.