Keeping your CRM notes up-to-date can be a hassle, but Spiky CRM auto sync can save you time and ensure all your data stays consistent. This tutorial will guide you through setting up automatic note syncing between your CRM and Spiky.
Before You Begin:
Identify your CRM platform (e.g., Salesforce, HubSpot, Pipedrive, and Zoho).
Make sure all members in your organization have their CRM accounts and Spiky connected. You will connect your CRM from Settings > Integrations > CRM.
Once the team members who wish to utilize the CRM Auto Sync are connected, you can enable auto-sync.
To enable auto-sync, an admin account within your team can turn on the feature within your Organization > Sales Framework:
You have several options available for auto CRM sync. By clicking “Click Here” a window will pop up with the following options:
Participants
Public link
Executive summary
Expanded summary
Meeting transcript
Select all the fields you want Spiky to auto-sync into your CRM platform.
How long does it take for CRM data to be visible in Spiky?
Spiky's syncing time depends on several factors, including the volume and type of activity in your account. If you have a high volume of activity or frequently make changes to your deal or opportunity admin details, it may take up to two hours for all changes to appear in Spiky.
If you're having trouble with syncing, please don't worry. Spiky's support team is always here to help. We'll work with you to resolve issues and ensure your data is up-to-date and accurate.
In conclusion, syncing your CRM with Spiky is simple and straightforward. By connecting your CRM with Spiky, you'll benefit from lightning-fast synchronization and effortless CRM management. With complete data access in your CRM, you can ensure better pipeline tracking and strategic decision-making.
If you have any questions or issues, don't hesitate to reach out to our support team at [email protected] or by clicking the smiling chat icon at the bottom right of the page 😄