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Siro

Capture every conversation, sync every insight — seamlessly in Salesforce.

Overview

The Siro app enables customers to initiate and manage recordings of their in-person sales conversations directly within Salesforce, making it easy to use. Siro then automatically syncs the data directly into your CRM records — no manual input needed.

See How Siro Works

Start Recordings in Salesforce — Launch Siro recordings directly from Leads, Opportunities, Events, Service Appointments and Contacts
Auto-Attach Insights — Recordings, summaries, and transcripts automatically link directly with their associated Salesforce records
Enhance Deal Visibility — Give managers instant access to customer conversations and follow-up context
Eliminate Manual Data Entry — Capture meeting details automatically, reducing admin time for reps (no need to type in notes from calls)
AI-Powered Summaries — Transform every interaction into structured, searchable insights

Business Overview Siro helps sales organizations eliminate manual data entry and capture key customer interactions in real time. Sales team members can start and stop recordings directly from the Salesforce platform. Managers and leaders gain instant visibility into rep activity, customer sentiment, and deal progression. Technical Overview The Baseline Package uses secure APIs to connect Salesforce with the Siro platform. It writes structured data—including recordings, transcripts, summaries, and AI insights—back to Salesforce records. Data processing occurs outside Salesforce using Google Cloud Platform and LLM-based services such as OpenAI, Claude, and Gemini. Core Features: - Start and stop Siro recordings within the Salesforce app. - Automatically attach recording links, summaries, and transcripts to Salesforce records. - Surface relevant conversation insights in leads, opportunities, events and contacts. - Sync data securely and bi-directionally between Siro and Salesforce. - Establish foundation for deeper integrations, including follow-up automation and rep coaching modules. Value Siro ensures every conversation becomes actionable data inside Salesforce.