Automate the Work Reps Hate with CRM Autofill

Reps don’t have the time to take notes. Managers don’t want to chase reps for notes. And CRMs don’t work without them.

‍

CRM Autofill fixes that.

Now, Siro can automatically pull the important details from every sales conversation and drop them straight into your CRM. Reps sell. Siro captures. Your CRM stays in sync.

‍

‍

How CRM Autofill Works

CRM Autofill takes the meaningful parts of a sales conversation and moves them into your CRM — without changing how reps work.

As a conversation unfolds, Siro identifies the details reps usually struggle to enter consistently, like:

‍

• Follow-up steps
• Objections
• Customer needs
• Competitors
• Pricing or offer details
• Timelines
• Any custom fields unique to your workflow

Once the right details are captured, Siro fills in the correct CRM fields automatically. No engineering work. No typing notes in the driveway. No cleanup after the appointment.

It’s the same workflow reps already follow — just without the manual parts.

‍

Supported CRMs:

• Salesforce
• HubSpot
• LeadPerfection
• i360
• Microsoft Dynamics
• Any custom CRM via API

Value for Your Team

When the CRM reflects what actually happened in the conversation, everything else improves.

‍

For reps:

• Less admin
• Faster transitions
• Clean, consistent post-call workflow

For managers:

• Trustworthy data
• Consistent terminology
• Better coaching, reporting, and forecasting

For the business:

• A reliable source of truth
• Fewer operational gaps
• A stronger foundation for automation

Getting Started

Because CRM Autofill is customizable, setup depends on the fields your team wants filled. To configure CRM Autofill for your organization, reach out to your Customer Success Manager.

‍