🔧 Setting Up the Integration
Go to Settings → Integrations.
Under Available Integrations, find Practifi.
Click Connect and sign in using your Practifi credentials.
On successful sign-in, your configuration will be added automatically, no manual setup required.
📝 Syncing Notes to Practifi
After your integration is connected:
When in your note, click Sync to CRM.
From the dropdown, choose the client account (list of available Accounts from Practifi) you want to sync to.
Toggle the attributes you want to sync to CRM.
Select the CRM Upload Target, choose from available options such as New Event or Log a Call.
Click Synchronize to complete the sync.
⚠️ Important: Once a note is synced to Practifi, it cannot be edited within Zeplyn.
📍 Where to Find Synced Data in Practifi CRM
Once synced, your meeting notes and tasks appear as follows:
Meetings (Events)
When the upload target is set to Event, synced notes appear as Events linked to the client record.
A new meeting record is created, including subject, time, duration, and notes.
If syncing to an existing event, the notes are appended with a timestamped separator.
Calls
When the upload target is set to Call, notes sync as a completed Call log (Task) under the client’s record.
Tasks
Action items from the note are synced as Task activities under the same client.
🔄 What Zeplyn Retrieves from Practifi CRM
Accounts: Retrieved from Account records.
Notes: Retrieved from Event and Task (TaskSubtype = Call) records associated with the client.
Events: Read from Event records (calendar meetings).
Tasks: Retrieved from Task records linked to the client.
✅ Summary
The Practifi CRM integration allows you to:
Sync meetings, calls, and follow-up tasks directly from Zeplyn
Map your notes to Practifi’s Events, Tasks, and Call logs
Keep all client activity history organized within Practifi
For additional questions, please reach out to support@zeplyn.ai.