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Caret connects with your CRM to keep your data up to date without manual entry. Meeting participants are matched to CRM contacts automatically using email addresses.

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Supported CRMs

Caret supports HubSpot, Salesforce, Attio, Pipedrive, and Linear.

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Setup

1

Connect

Navigate to Settings > Integrations, select your CRM, and authorize Caret.
2

Map Fields

In the Field Mapping tab, choose which Caret AI outputs (e.g., Next Steps, Requirements) should map to specific CRM fields.
3

Auto-Sync

Toggle on Auto-sync notes to automatically log summaries to the contact’s activity history after every call.

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Features

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Context in Pre-reading

Caret pulls relevant CRM data—such as last interactions and open tasks—into your pre-meeting briefing to provide full context instantly.

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Automatic Logging

Caret logs a structured summary, action items, and a link to the recording directly to the linked Contact and Company records.

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Field Updates

Caret can update specific CRM fields based on the conversation, such as requirements mentioned, timelines discussed, or follow-up tasks.

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Contact Matching

Caret uses participant email addresses to find matching records. If a contact doesn’t exist, Caret can optionally create a new record for you.

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Linear

Linear works differently from contact-based CRMs. Instead of automatic email matching, you manually link each meeting to a specific issue or project.

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How it works

After a meeting ends, open the meeting page and click Link CRM. Search for an issue or project, optionally select an assignee, and click Sync. Caret will post the meeting summary as a comment on the issue, or create a new issue inside the project.

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Limitations

  • Linear does not support automatic contact matching by email.
  • Syncing requires a manual link per meeting.