Sybill integrates natively with Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics 365, and Pipedrive so your customer conversations and your CRM stay in sync automatically.
What happens after each call
After every external call, Sybill pushes the call summary, along with the Sybill dashboard link, into your CRM.
You choose how it's logged: as a Meeting, Call, Note, or Task (the Meeting Activity Type setting). Phone calls from a connected dialer have their own activity type setting.
Sybill attaches the activity to the matching account, opportunity/deal, and contacts when it finds them. You can also have Sybill match a meeting to the most recently closed opportunity if no open opportunity is found.
With CRM Autofill enabled, Sybill also updates the deal and company fields you configure after every meeting and email on that deal.
Getting reliable matching
Please create the opportunity/deal in your CRM before the first call, and make sure call participants' emails are on the CRM contact records.
During setup, map your CRM stages to Sybill's universal deal stages so the AI understands where each deal stands.
If calls aren't matching, please see Sybill is not matching my calls to CRM deals. Why is that?
Setup
A Sybill admin connects the CRM from Settings > Integrations > CRM. For per-CRM details, please see CRM Settings.