Sybill

Connect Sybill to the tools your revenue team already uses for meetings, CRM, email, calling, and collaboration.

Sybill integrations explained

Mamta Tainwala

Connect Sybill to your CRM, Slack, video conferencing tools, dialers, and the Sybill API

Integrations

Basics about how Sybill integrates with your CRM and what data it pulls and pushes.

How does Sybill's integration with CRM systems work?

Understand how to connect your CRM to Sybill and how to customize it as per your needs.

CRM Settings

How to troubleshoot Salesforce CRM opportunity matching.

Sybill is not matching my calls to Salesforce CRM opportunities/Hubspot CRM deals. Why is that?

Error message after connecting their SFDC to Sybill, even if the connection was successful. This article explains how you can resolve it.

Troubleshooting Salesforce CRM Integration Error: "No such column 'Type' on entity 'Task'"

Learn how to set up Sybill with HubSpot, and make the most of two important tools in your tech stack as a modern rep.

Sybill + HubSpot Integration

Connect and troubleshoot Salesforce, HubSpot, Pipedrive, Zoho & more

Step-by-step instructions to connect Sybill to Slack and start getting meeting summaries and other insights right where your team works.

How to connect Sybill to your Slack workspace

A guide to integrating Slack with Sybill and the various options that are available for this integration.

Slack integration with Sybill

How to get your Sybill Slackbot up and running so that you can ask Sybill questions and get answers directly from Slack, just by tagging @Sybill.

Using the new Sybill Slackbot

Slack Notifications Settings

Learn about the use case of integrating Sybill with Slack to determine if you want to do that.

What you get in Sybill's Slack notifications

Troubleshooting common issues with not receiving meeting updates on Slack from Sybill.

Not receiving meeting updates on Slack?

Let Sybill learn from the customer and internal Slack conversations that shape your deals, and control exactly which channels Sybill can read.

Using Slack as deal context in Sybill

Connect Slack for notifications, summaries, and the Slackbot

Slack

Article describing the Zoom OAuth integration with Sybill

How to create the Zoom / Sybill connection

Connecting Sybill to your video conferencing tools

Zoom, Teams, Meet, Webex, and dialer integrations

Video Conferencing & Dialers

Create an API key, authenticate with a Bearer token, understand permissions and scopes, and make your first request to the Sybill API.

Get started with the Sybill API

Read organization-visible conversations, transcripts, recordings, deals, accounts, and messages from the Sybill API, with the filters and visibility rules that apply.

Export data from Sybill

Create sources and object types, import conversations, messages, documents, and custom rows, and manage imported records with the Sybill API's update and delete semantics.

Import data into Sybill

Cursor-based pagination, rate limits and retry headers, HTTP error meanings, structured error responses, and the request conventions shared across all Sybill API endpoints.

API pagination, rate limits, errors, and conventions

Easily connect Sybill to your favorite apps and automate workflows using webhooks through Zapier, Make, or directly.

Webhook Automations with Sybill

Build with the Sybill API and webhook automations

API & Webhooks

Connect Sybill to Claude to bring your sales conversations, deal context, and Sybill's sales reasoning into the AI workflows you already use.

Using Sybill in Claude

Submit questions to Sybill AI over REST, poll for results, and connect AI assistants like Claude Desktop to your Sybill data through the Sybill MCP server.

Use Ask Sybill through the API and MCP

Use Sybill in Claude and connect MCP servers to Sybill

MCP & AI Assistants

Create a custom design with text, images, and links

WebApp

Privacy Policy

Terms of Service

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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