Connect Your CRM
Sybill offers robust integration options with leading Customer Relationship Management (CRM) systems. By connecting your CRM, you can automate the upload of call summaries and the auto-population of deal fields, ensuring that valuable insights from your conversations are directly reflected in your CRM records.
Sybill currently integrates natively with Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics 365, and Pipedrive. You can connect your CRM from Settings > Integrations > CRM. You need to be a Sybill admin to configure your organization's CRM integration.
Salesforce integration
Salesforce, one of the most popular CRM platforms, can be integrated directly with Sybill to enhance your sales team's efficiency.
Features and benefits:
Log Calls: Automatically logs calls in the appropriate open opportunity within Salesforce, including a comprehensive summary of the discussion.
Update Opportunity Fields: Sybill updates opportunity fields with relevant data collected across calls and emails, providing a richer, more detailed view of each sales prospect.
How to connect:
Click the Connect button under the Salesforce section.
Follow the on-screen instructions to authorize Sybill to access your Salesforce account.
Once connected, customize your integration preferences to align with your sales team's workflow and data management practices.
HubSpot integration
HubSpot, another leading CRM solution, can also be seamlessly integrated with Sybill to optimize your sales operations.
Features and benefits:
Log Calls: Similar to Salesforce, calls are automatically logged within the appropriate open opportunity in HubSpot, including links to the meeting and detailed summaries.
Update Opportunity Fields: Enhances your HubSpot opportunities with up-to-date information from your communications, ensuring all relevant data is easily accessible and actionable.
How to connect:
Click the Connect button under the HubSpot section.
Follow the step-by-step process to allow Sybill to interface with your HubSpot account.
Tailor the integration settings to best suit your team's needs, ensuring a smooth flow of information between Sybill and your CRM.
Pipedrive integration
Sybill also integrates natively with Pipedrive. Any org admin can connect their Pipedrive workspace from Settings > Integrations.
Once connected, Sybill can:
Sync your pipeline: Pipedrive deals, organizations, contacts, and leads.
Match calls automatically to the correct deal, company, and participants.
Post meeting summaries to Pipedrive as formatted notes or activities.
Sync AI-generated follow-up tasks.
Autofill configured deal and company fields after customer conversations.
Create new contacts or update missing contact information.
Please note that Pipedrive email ingestion is not currently included in this integration.
CRM settings after your CRM is connected
Once connected, the CRM settings page lets you fine-tune how Sybill and your CRM work together:
Integration Health: See at a glance whether the connection is healthy.
Meeting Activity Type: Choose whether meeting summaries appear as a Meeting, Call, Note, or Task under the appropriate company, deal, and contact. You can also have Sybill match a meeting to the most recently closed opportunity if no open opportunity is found.
Phone Call Activity Type: The same choice for dialer call summaries.
Autofill Deals: With Sync to CRM enabled, Sybill automatically updates the deal fields you configure after every meeting and email on that deal. Each field can be scoped by company type and deal stages.
Autofill Companies: The same for company fields.
Need fields beyond your CRM? You can create additional custom fields in AI Workflows.
As part of setup, Sybill also asks you to match your CRM stages to Sybill's universal deal stages so its AI understands where each deal stands. Completing this stage mapping improves deal matching, deal summaries, and pipeline answers in Ask Sybill.
You can also check this loom for a deep understanding of how the CRM integration works.