Keeping your CRM notes up to date can be a hassle, but Spiky CRM's auto-sync feature can save you time and ensure all your data remains 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 > Personal.
After that:
You can access the CRM Setup section by navigating to Settings > CRM Setup.
The CRM Setup section in Spiky helps you streamline the capture and synchronization of meeting insights and sales methodologies with your CRM. It ensures that your notes are consistent, relevant, and aligned with your team's sales process, without the need for manual updates.
This section is divided into two main parts:
Note Sync Configuration – Controls what content gets automatically pushed to your CRM.
Sales Playbook Sync – Aligns meeting data with your preferred sales qualification frameworks, such as BANT, MEDDIC, or MEDDPICC.
Note sync configuration
This page lets you customize what content is automatically included in the CRM notes synced after each meeting. This eliminates the need for manual editing or selecting fields every time.
Key elements:
Participants: Include the meeting attendees in your synced note.
Public link: Adds a shareable link to the summary or transcript.
Brief summary: Adds a high-level overview of the meeting.
Detailed summary: Provides a more comprehensive, in-depth version of the meeting notes.
Action items by summary sections / by people: Highlights follow-ups, grouped by conversation context or speaker.
Meeting transcript: Optionally includes the full transcript as part of the note.
Contact / deal / company: Spiky automatically links the note to the correct CRM object based on your integration.
🔧 This configuration applies globally as the default for all your meetings but can be adjusted per meeting if needed.
Sales playbook sync
This section is designed to align your CRM with your team’s sales methodology, so that playbook-specific fields and frameworks are automatically tracked and reflected in your meeting analysis.
Available sales methodologies:
BANT: Budget, Authority, Need, Timeline, is a widely used and lightweight qualification framework.
MEDDIC: Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, and Champion are ideal for qualifying deep opportunities.
MEDDPICC: A more detailed version of MEDDIC that adds Paper Process, Competition, and internal steps, great for complex enterprise sales.
What it does:
Automatically extracts and tags relevant playbook fields from your meetings (e.g., budget signals or pain points).
Helps sales teams track pipeline health and improve CRM data quality based on their preferred framework.
You can toggle frameworks on/off and even edit descriptions to fit your company’s custom definitions.
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 😄