Updating your CRM is tedious, time-consuming, and often gets in the way of what actually matters: closing deals. Whether it's manually entering notes after calls or trying to keep fields accurate for pipeline reviews, it’s a frustrating part of every rep’s workflow.

That’s why we built CRM Autofill.
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CRM Autofill automatically fills your CRM fields after every call or email interaction.

With CRM Autofill, Sybill integrates directly with your CRM to find the fields that matter most to your team. Then, it digs those details out of your calls and emails, and fills up your CRM automatically after every interaction you have with a prospect.

The most recent launch of CRM Autofill includes three big changes:

Instead of manually mapping your CRM fields or bringing them over one-by-one, Sybill now scans and learns your most-used CRM fields and recommends updating those fields automatically. All you need to do is approve them.

Rather than guessing which kind of information you want in your CRM, Sybill reads your CRM past entries, picks up on how your current fields are written, and creates custom AI prompts that mirror your style, tone, and points of interest… so that every entry feels like you wrote it.

Before, your CRM updates and your summaries in Sybill were one in the same. Now, summaries and CRM updates are separate — so you can keep what matters to you to yourself and push what the team needs to your CRM.

Setting up CRM Autofill for the first time takes about 10 minutes. You’ll connect your tools, approve your recommended fields, and review AI-generated prompts. No manual mapping required.

You can accept suggestions, customize mapping, or create new custom fields if needed.

Part of the magic of CRM Autofill is that it learns what information your team cares about creates prompts so that your CRM is filled out in a way that matches what you need. Take a minute to review, edit, and approve the prompts Sybill creates.

You can preview what CRM entries will look like for a given prompt on the right side of the screen.

Once you’re ready, hit save and you’re all! Sybill will now begin updating CRM fields after your calls and emails.

If you already use CRM Autofill, you can update and refine your configuration at any time. Here’s how:

Sybill will automatically recommend fields you might be missing. You can accept or dismiss newly suggested fields from the “Add Field” section

Tip: Look for "Needs Review" badges on fields that no longer exist in your CRM

3. Customize prompts by clicking “Edit Prompt” for any active field

This will allow you to adjust and edit the AI prompts for any field to get the exact output you want.

4. Hide default Sybill fields you no longer need

Don’t need a field anymore? You can hide it. (note: these fields cannot be deleted)

All updates apply to future synced calls and are editable at any time through the AI Studio or CRM Integration settings.

We’ve separated deal summaries from your CRM Autofill so that you can keep some updates for you (in summaries) and update your team on everything else (in your CRM)

You can fully personalize the information that appears in your Deal Card summaries. This does not affect your CRM. Think of this as your internal source of truth inside Sybill.

Here’s how:

2. Click Add Section. Give your section a name like "Trial Feedback".

3. Add the prompt: "What features did the customer appreciate or feel were missing?"

4. Choose conditions like only show for prospects in the demo stage if needed.

5. Hit Preview to see what Sybill generates.

6. Confirm to add this to your Deal Summary.

You can rearrange these fields via drag-and-drop from the menu.

Please note: Fields can be specific to deal types or stages. For example, a "Close Lost Reason" will only populate for deals marked as "Closed Lost."

Once configured, Sybill updates your CRM after every single call and email interaction. Updates are generally live in your CRM within a few minutes.

2. Which CRMs does Sybill integrate with?

Sybill integrates with Hubspot, Salesforce, Zoho, and Dynamics 365.

Will my deals backfill when I set up CRM Autofill for the first time? .

Yes. Your last 30 deals will be updated with the configured fields and will be populated in your CRM using CRM Autofill.

3. What are custom prompts?

Custom prompts are field-specific instructions that guide Sybill’s AI on how to generate information for a CRM field. You can write your own or use Sybill’s suggested defaults. This gives you control over what kind of content appears in your CRM—and how it's written.

4. What makes CRM Autofill different from other automated CRM tools?

Sybill doesn’t just autofill fields—it creates CRM entries that mirror how you and your team actually talk. It adapts to your sales methodology, supports full customization, and allows you to test every output before it goes live. It’s not just automatic—it’s personalized.

5. Can I use the same field in both Deal Summary and CRM Autofill?

Yes, but each one must be configured separately. Deal Summary fields are internal to Sybill, while CRM Autofill fields push data into your CRM.

6. Will my old fields carry over?

Yes. Sybill automatically categorizes existing fields based on their prior use as either summary or autofill fields.

7. Can I edit the order of fields in my Deal Summary?

Yes. Field order can be adjusted from the Settings section within AI Studio.

8. How many fields can I autofill?

There’s no technical limit, but we recommend starting with 20 to 30 core fields for simplicity and clarity. You can always expand from there.

9. Do I need to be an admin to set this up?

Yes, only Sybill Admins can configure CRM Autofill. You may also need admin-level CRM permissions (depending on your CRM provider) to authorize the connection.

2. Prompt results seem off—how can I fix them?

Click “Edit Prompt” on the affected field and revise the prompt language to be more specific or aligned to your needs.

3. I skipped onboarding banners—can I get them back?

No, banners display only once. You can access setup at any time through the AI Studio or CRM Integration page.

For help, troubleshooting, or advanced use cases, reach out to the Sybill support team—we’re happy to guide you.