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Overview

Deal sync is the foundation of Hindsight’s analysis. Connect your CRM, meeting tools, and sales platforms to automatically import deals and related data for AI analysis. Deal syncs are free and unlimited. They run automatically every 12 hours to keep your data up-to-date.

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Supported Integrations

  • CRM Systems: Salesforce, HubSpot
  • Meeting Tools: Gong, Outreach Kaia, Clari Copilot, Chorus, Fathom, Zoom, etc.
  • Communication: Slack, email integration
  • Other Tools: Zapier for custom connections

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Setup Process

  1. Connect Your CRM: OAuth integration with automatic field mapping
  2. Configure Filters: Choose which deals to sync (stage, owner, amount, etc.)
  3. Turn Fields Off: Turn off irrelevant CRM fields and properties to streamline data
  4. Import Deals: Wait for automation criteria to be met (e.g., deal stage changes) or manually import deals

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Key Features

  • Automatic Mapping: Smart field mapping between your CRM and Hindsight
  • Automatic Matching: Automatically match meeting transcripts to the right deal with our proprietary matching algorithm
  • Selective Sync: Choose specific deal properties to import
  • Real-time Updates: Changes in your CRM automatically sync to Hindsight

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Best Practices

  • Start Broad: Begin with all qualified deals, then refine filters
  • Regular Review: Periodically check sync settings and data quality
  • Team Alignment: Ensure CRM hygiene supports accurate analysis
  • Historical Data: Import past deals for richer analysis context

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Troubleshooting

  • Missing Deals: Check filter settings and CRM permissions
  • Incomplete Data: Verify field mapping and CRM data completeness
  • Sync Delays: Review integration status and connection health