Here’s how to use the updated sync interface:
1. Click “Sync to CRM”
From your meeting view, click the “Sync to CRM” button to open the Attributes to sync panel.
2. Choose What to Sync
You’ll see individual toggles for each note section. You can now customize exactly which details you’d like to sync. Options include:
Meeting title
Meeting attendees
Meeting details
Keywords
Action Items - Only checked tasks will sync to your CRM
Key Takeaways
Advisor Notes
Summary
3. Sync Action Items with Partial Sync
You can now select specific tasks to sync rather than all or none. Just check the boxes next to the action items you want to include in your CRM. Unchecked items will remain in Zeplyn only.
Note: Task assignees must be manually assigned in your CRM after syncing unless already linked within your system.
4. Review and Confirm
Once your selections are made, click Synchronize to complete the process. A confirmation will appear once the sync is successful.
⚠️ After syncing, your note is no longer editable in Zeplyn.