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2 min read

Connect Siro to your CRM : Get More From Every Conversation.

Keeping your CRM up to date is hard. Remembering to record every conversation is hard. Piecing together everything that's happened with a customer across every touchpoint to figure out the right next move is even harder.

Connecting your CRM to Siro immediately enables: 

  • You to capture more of your team’s conversations for coaching
  • Your CRM to become more complete and reliable
  • Your team to get better visibility into what's happening across every customer

All without adding extra work for reps.

What CRM Integration Unlocks

More Recordings in Siro for Coaching and Insights

Siro pulls your team's upcoming appointments from your CRM and surfaces them as appointment reminder cards in Siro. Reps tap on a card to start recording. Siro automatically links the conversation to the right opportunity. No missed recordings. No misattributed recordings.

More recordings in Siro means more opportunities to coach, more conversations to learn from, and more visibility into what is happening across your team.

A CRM That Reflects What Actually Happened

Siro pulls out important details from every conversation and fills in your CRM fields automatically. No manual logging, no missed updates. Updates come straight from conversations, so your CRM stays accurate and complete, not dependent on rushed notes or memory.

In your CRM, notes from every conversation appear in context alongside other customer touchpoints, giving your team a complete, accurate view of activity on every opportunity.

A Full Picture of Each Customer 

Every interaction from call center conversations to in-person appointments to follow-up calls lives in a single customer profile within Siro. 

With context on every customer interaction, Siro can identify pain points, sentiment shifts, risks, and momentum, and recommend when to follow up, which risks to tackle, and what to prioritize next.

Instead of piecing together scattered notes, reps walk into every conversation with all the information they need to move the opportunity ahead.

Getting Started

Ready to connect? Visit Integrating with Siro to get started. 

If your CRM is not listed, follow our step-by-step CRM Integration Quickstart Guide to set up a custom API integration to connect your CRM with Siro.

Reach out to your Customer Success Manager if you have any questions. 

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