---
title: Syncing Your Note and Tasks to Your CRM
description: Once your meeting note is ready, you can sync it directly to your CRM to streamline follow-up, documentation, and task management.
---

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# Syncing Your Note and Tasks to Your CRM

## Once your meeting note is ready, you can sync it directly to your CRM to streamline follow-up, documentation, and task management.

 

### 1. Click “Sync to CRM”

From your meeting view, click the **“Sync to CRM”** button to open the **Attributes to sync** panel.

[![](https://kb.zeplyn.ai/hubfs/Knowledge%20Base%20Import/Screenshot+2025-09-24+at+7_48_44%E2%80%AFAM.png)](https://downloads.intercomcdn.com/i/o/ykx8muwz/1741885526/d7cec209a38cca8cd065263bbef6/Screenshot+2025-09-24+at+7_48_44%E2%80%AFAM.png?expires=1767416400&signature=8ee1deb80b94a8a43967dc05c5337024340f457cc98fd9780ebbbf5fc73f0d21&req=dScjF8F2mIRdX%2FMW1HO4zbT7ljZZrUDwMBBeygYuFWBu%2F%2BluhyWPlA2Ed%2F2Q%0A3jlqbR4aVMdLU6D2PWs%3D%0A)

### 2. Choose What to Sync

[![](https://kb.zeplyn.ai/hubfs/Knowledge%20Base%20Import/Sync.png)](https://downloads.intercomcdn.com/i/o/ykx8muwz/1628063766/ac88ead26398941f94098aba46a0/Sync.png?expires=1767416400&signature=20ac91dfebbb4a5b2cb5c5f2d04bf88b69bb634a6088962a5aeb1dd14f436b49&req=dSYlHsl4noZZX%2FMW1HO4zZuBVXjVc7qEnOjqstT7ilrW%2Br%2BeAYRNqtOFUzS0%0AeepMknvUlpWdLGEt9To%3D%0A)

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.

*For additional questions, please reach out to [support@zeplyn.ai](mailto:support@zeplyn.ai).*

 

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