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CRM Sync

Sync call notes from live calls to your CRM

Last updated: 12/12/2025

Sync call notes from your live calls directly to your CRM. Currently supports HubSpot only.

Overview

CRM Sync automatically sends AI-generated call notes (summary, key points, and action items) from your live calls to your CRM as meeting notes. This keeps your CRM up-to-date with meeting insights without manual entry.

Prerequisites

Enabling CRM Sync

  1. Navigate to Integrations > HubSpot in your Syrenn dashboard
  2. Open the Meeting Notes tab
  3. Toggle Sync Meeting Notes to HubSpot to enabled
  4. Configure association options (see below)
  5. Click Save Settings

Association Settings

When sync is enabled, choose where notes are logged:

Log to HubSpot Contact

  • Associates meeting notes with the HubSpot contact record
  • Notes appear in the contact's activity timeline
  • Recommended for contact-focused meetings

Log to HubSpot Company

  • Associates meeting notes with the HubSpot company record
  • Notes appear in the company's activity timeline
  • Recommended for company-wide meetings

⚠️ Important: You can enable both options to log notes to both contacts and companies.

How It Works

  1. Call Completion: After a live call ends, Syrenn generates call notes
  2. Manual Sync: In Call Logs, open a live call and navigate to the Call Notes tab
  3. Select Contacts/Companies: Choose which HubSpot contacts and companies to associate
  4. Sync: Click Sync to HubSpot to send notes to your CRM
  5. Verification: Notes appear in HubSpot as meeting activities

HubSpot Automatic Associations

HubSpot automatically associates activities with related records based on your HubSpot activity association settings.

What this means:

  • If you log notes to a contact, HubSpot may automatically show them on associated companies and deals
  • If you log notes to a company, HubSpot may automatically show them on associated contacts and deals
  • Syrenn cannot prevent these automatic associations

To control automatic associations:

  1. Go to your HubSpot account settings
  2. Navigate to Object Settings > Configure automatic activity associations
  3. Adjust which records activities are automatically associated with
  4. Changes apply to all activities, including those synced from Syrenn

⚠️ Disclaimer: HubSpot's automatic association behavior is controlled by HubSpot settings, not Syrenn. If you need to prevent automatic associations, you must disable them in your HubSpot account settings.

Troubleshooting

Sync Not Available

  • Verify HubSpot integration is connected
  • Check that "Sync Meeting Notes to HubSpot" is enabled in HubSpot settings
  • Ensure call notes were generated for the call

Notes Not Appearing in HubSpot

  • Verify at least one association option (Contact or Company) is enabled
  • Check that you selected contacts/companies when syncing
  • Confirm the HubSpot contact/company records exist
  • Review HubSpot activity timeline for the associated records

Wrong Associations

  • Review your HubSpot automatic association settings
  • Manually adjust associations in HubSpot if needed
  • Consider disabling automatic associations in HubSpot if they're causing issues

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