Hey Sybill, Update My CRM
Unlike any other tool, Sybill has razor-sharp memory. It captures, remembers, and populates your CRM with details from the first mail to the latest conversation.
Company insights, past meeting takeaways, objections, and next steps — all in one place. Walk into meetings fully prepped, without the prep work.
No more frantic note-taking — Sybill captures every detail, from pain points to buying intent. Listen and engage while Sybill generates accurate, human-like summaries .
With Sybill, you CAN have it all - conventional framework properties,
conventional properties but customized prompts or custom properties with a
prompt. Configure your CRM with the need of the hour or quarter.
Capture signals as per the traditional frameworks or modify the prompts and capture the properties as per your needs.
Create new properties with custom prompts - tailor it exactly to your needs.
The first sync may take longer as Sybill prepares and loads the deal into its database. Subsequent updates will be faster.
Yes, you can edit the AI outputs by editing the prompts before syncing them with your CRM.
Refine your prompt or use specific action verbs for clearer results. For major discrepancies, please report the issue to the Sybill support team.
Yes, after creating or editing properties, you can map them to fields in your CRM for syncing. Simply select the corresponding field during the setup process.
You can easily desync a property by going to Settings > Integrations > CRM, scroll to Deal Summary where all your properties are listed, click on ‘Delete Mapping’ as shown below, and map it to a new field if you want to.
Yes. The deal summaries/deal level analysis is only available with our Business or Enterprise plan if you use the CRMs Salesforce, Hubspot, Zoho, or Dynamics 365. The Business plan offers 10 properties. Whereas, the Enterprise plan includes unlimited properties.
Sybill is SOC 2 compliant. We are fully committed to maintaining the highest standards of security and controls to protect our clients' data and information. For more information on our security posture, please visit our Trust Center: https://trust.sybill.ai/
