Bluedot can automatically extract key information from your sales calls, pain points, timelines, decision-makers, and map it directly to your Salesforce custom fields, keeping your opportunity records accurate and up to date without manual entry.
This is how you do that.
Step 1: Make sure Salesforce is integrated.
If you haven't already, integrate your Salesforce account with Bluedot. Follow the steps in this guide to get connected before moving on.
Step 2: Choose the field you want to populate.
In the Salesforce-custom fields tab, select the custom opportunity field you'd like Bluedot to fill in after each meeting.
✍️ Important: Make sure your custom field is related to an Opportunity, or otherwise it won't be available for mapping.
Step 3: Write a prompt for the field.
Tell Bluedot what to look for. Write a short prompt that describes what information should be captured from your meeting notes and used to populate this property.
For example, if your property tracks budget, your prompt might be: "What budget or price range did the prospect mention during the call?"
This is an example we used for the guide:
Once your next Salesforce meeting syncs, Bluedot will automatically populate the property based on your meeting notes.
✍️ Important: Make sure to select the related Opportunity in Salesforce, after syncing.
Let's see what the populated field looks like in Salesforce.
First, here's look at the last synced call:
And now look at how the field is populated:
That's it! If anything is unclear, don't hesitate to reach out to our support team. Thank you for choosing Bluedot. 🔵