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Product Features
Features
AI Call Notes
Capture notes for every call
Autopilot Suite
Automate CRM data entry
Weekly Briefs
Weekly reports of your calls
Contact Automation
Add contacts to your CRM
Ask Momentum
Ask questions about deals
AI Signals
Share key data across GTM
Slack Notifications
Manage pipeline from Slack
Deal + Account Rooms
Sync on deals in one place
Automated Approvals
Build approval workflows
Product Use Cases
Use Cases
AI Efficiency
Embed AI in your process
Automated Workflows
Make your motions automated
CRM Hygiene
Improve data capture instantly
Coaching & Discovery
Make your coaching scalable
Solutions
Why AI for Sales
Close more deals efficiently
Sales Leaders
Bring visibility to every deal
Sales Reps
Save time on manual admin
Customer Success
Manage handoffs easier
Resources
Integrations
Short Description
User Docs
Short Description
Blog
Short Description
Elevate vs. Momentum
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About Us
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Getting Started
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Manage deals from Slack
Integrations
Integrating Asana with Momentum Automation
Integrating Zoom with Momentum AI
Integrating Google Meet with Momentum AI
Integrating Zendesk with Momentum Automation
Integrating Slack Connect with Momentum Automation
Integrating Salesloft with Momentum Automation
Integrating Google Drive with Momentum AI
Integrating Clari with Momentum AI
Integrating Outreach with Momentum Automation
Integrating Gong with Momentum AI
Integrating Google Calendar with Momentum AI
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Advanced Guide
Mention specific Salesforce Users in your Notifications
Mention specific Salesforce Users in your Notifications
Momentum Automation's Prevent Duplicates Feature
Navigating Sales Call Recording Laws and Regulations
Why Sales Reps Need AI Productivity Tools
Create a file from a template in google drive when an account is updated & a condition is met.
How to write good prompts for Momentum AI Data Insights
How to Use Inline Updates with Momentum
Add Account Room Link in a Salesforce Account
How to Use Slash Commands with Momentum
Add details on why the opportunity is lost after reaching a certain stage
Customizing AI Call Note Routes
How to use advanced options in notifications builder
Change Deal Room Name for POC stage
How to use Emoji's with Momentum
Memo emoji to add notes to salesforce
Create a Google Drive file from a template, based on the condition given by the user
Writing Hand Emoji to Add Messages to Chatter
Closed Lost notification, requesting reason in a specified Slack channel
Get Qualification Reason From SDR and update the salesforce opportunity
Create a Google Drive folder once an opportunity reaches a certain stage.
Closed Won notification with Celebratory Note
Closed Won notification with Celebratory Note (User Version)
Notifying closed won in a select slack channel
File Upload as a Salesforce attachment with file folder emoji
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Momentum for HubSpot CRM Users
How to Use Inline Updates with Momentum
March 3, 2024

How to Use Inline Updates with Momentum

Inline Updates

Update common Salesforce fields by including them in any messages that you send in your Smart Deal Rooms. Field names and values are flexible. Don't worry about capitalizing field names or writing dates in a detailed format (see examples).

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