Autopilot auto-links opportunities & deals

Autopilot now automatically links open Salesforce and HubSpot opportunities to the feedback it captures.
When Autopilot finds feedback in a customer conversation/call, it looks up the company in your CRM and attaches the relevant open opportunity. No more manual linking needed.
Note: Autopilot only links the opportunity when:
the company has a single open opportunity
the close date is in the future
the last activity happened within the past year
This is on by default for every team with Autopilot and a Salesforce or HubSpot integration installed.
Opportunities and deals are part of the Salesforce and HubSpot integrations, only available on Canny Business. Request a demo or reach out to our support team if you're interested in the Business plan.