Setting up the CRM integrations with Sybill (Business and Enterprise Plans only)
Sybill integrates with your popular CRM systems such as Zoho, Dynamics 365, Hubspot and Salesforce. Here's how you can set up the integration:
Go to Settings > Integrations > CRM.
Click on "Connect" next to either of our supported CRMs.
Follow the steps to allow the relevant permissions and connect Sybill to your CRM system.
You need to be a Sybill admin or contact your org’s Sybill admin to make this integration work for you at the user level.
What Sybill pushes to your CRM (Business and Enterprise Plans only)
After every external call you take, Sybill pushes the call summary, along with the Sybill dashboard link for that call as a task to your CRM system. It attaches the task to the relevant account, opportunity and contact (or deal and company in Hubspot) if it can find them.
For the CRM push to work seamlessly, please create an opportunity/deal before taking the first call with them. This ensures that Sybill matches to the right opportunity/deal and contact in the post-call summary task.
If your CRM is not getting updated with the right opportunities, read this help doc to troubleshoot.