13:00CRM Sync
Reps hang up. The CRM is already up to date.
Within a minute of every call, Zebmic writes the summary, the agreed next step, the deal stage and any risks to the right CRM record. Your pipeline reflects what was said, not what someone remembered on Friday.
- 01:40Deal matched
- 07:00Stage signal: proposal
- 11:40Next step: Thu 4 PM
- 15:00Risk: competitor
- 19:30Written to CRM
ScreenInside CRM Sync
Before the call, after the call.
The same deal record, one minute apart. Every field Zebmic writes is marked, so reps and managers know where it came from.
Before · 10:58
Logistics, 120 seats
- Stage
- Discovery
- Next step
- Empty
- Notes
- Call Tuesday?
- Risks
- Empty
After · 11:31
Written by ZebmicLogistics, 120 seats
- Stage
- Proposal
- Next step
- Demo Thu 4 PM, both team leads
- Notes
- Reviews 2 calls a week. Needs Hindi coverage. Price sensitive at 120 seats.
- Risks
- Evaluating Brand X
Sync log
- 11:30:12Call endedZoom
- 11:30:41Transcript and score readyZebmic
- 11:30:58Deal matched by contact emailHubSpot
- 11:31:044 fields written, 1 task createdHubSpot
Rep review
Optional: reps approve the summary before it is written.
DetailWhat it does
Writes to the CRM you already run.
Pick the fields, the deal-matching rule and how much gets written. Zebmic never overwrites a field you have locked.
Six CRMs, native
Connect with an admin login. No middleware to maintain.
Field mapping
You choose the fields
Deal matching
Matched by contact email, phone number or meeting invite, with manual fix for the rest.
Webhooks for everything else
Send every analysed call to your data warehouse or internal tools.
01{02 "event": "call.analyzed",03 "call_id": "c_4812",04 "score": 78,05 "next_step": { "text": "Demo", "due": "2026-10-08T16:00" },06 "risks": ["competitor"]07}
Follow-up email draft
A recap with the agreed next step, ready for the rep to edit and send.
Tasks, not just notes
Next steps become CRM tasks with the right owner and due date.
FlowHow it plays out
From hello to done.
What CRM Sync does on a single call, in order.
- 00:0001
Call starts
Zebmic reads the meeting invite or dialer data to find the contact and the open deal.
- End02
Call is analysed
Summary, next step, stage signals and risks are extracted from the transcript.
- +00:5003
Written to the record
Mapped fields are updated, a task is created for the next step, and the change is logged.
- Friday04
Pipeline review
Managers review a pipeline built from calls, with a link from every field back to the moment it came from.
Use casesSales and support
One feature, two floors.
How sales and support teams put CRM Sync to work.
A pipeline that tells the truth
- No more empty next-step fields on open deals
- Stage changes backed by what the buyer said
- Reps spend the time after a call on the next call
Ticket notes written for you
- Call summary added to the ticket or contact record
- Promised callbacks created as tasks with a due time
- Complaint categories logged for reporting
14:00Questions
CRM Sync, asked and answered.
Next chapter · 00:00Call RecorderCapture every phone, dialer and meeting call14:02Which CRMs do you support?
Salesforce, HubSpot, Zoho CRM, Freshsales, LeadSquared and Pipedrive natively. Any other system can receive the same data through webhooks.
14:06Will Zebmic overwrite what reps type?
Only in fields you map, and never in fields you lock. Summaries can be appended to notes instead of replacing them.
14:10What if a call doesn't match a deal?
It is held in an unmatched list where a rep or admin can attach it to the right deal with one click. The data is written as soon as it is matched.
14:14Is there a delay before data appears in the CRM?
Typically under a minute after the call ends. Very long meetings can take a few minutes.