HubSpot Playbook Automation

Your playbooks,
filled by AI.

Paste your call transcript. syncd reads every question in your HubSpot playbook and fills each field — automatically.

See how it works
app.hubspot.com
Nexlify — Enterprise Discovery
Primary pain point
Manual device onboarding — IT physically sets up each machine for 340 employees. 25 hours/week wasted on logistics.
Decision timeline
Must solve by end of Q2. CFO tied deadline to hiring target of 500 employees by December.
Budget & economic buyer
$90–110K IT ops budget. CTO Sarah Chen is the economic buyer and is already aware of the initiative.
✕
Transcript source
Glen: Tell me about your current device setup...
Marcus: We have 340 employees, mostly Mac. IT physically sets up every machine — it takes forever...
✓ Found 8 fields
1
Primary pain point
2
Decision timeline
3
Budget & economic buyer
✓ Filled 8 of 8 fields.
Fill 8 Fields with AI →
How it works

Three steps.
Zero manual entry.

01
📞
Run your call
Use any AI notetaker you already use. syncd works with all of them — no new tools to learn.
Granola Gong Fireflies Zoom AI Otter
02
⚡
Paste your transcript
Open syncd on your HubSpot deal. Paste the transcript — or connect Fireflies for one-click import. syncd scans your open playbook instantly.
03
✓
Every field filled
Hit Fill. syncd reads the transcript, understands each playbook question, and types the right answer into every field. Automatically.
The difference

20 minutes back.
After every call.

Before syncd
Review AI notetaker summary manually
5 min
Open HubSpot, navigate to the deal
2 min
Open the playbook, read each question
3 min
Manually type answers into 20-30 fields
10–15 min
Total post-call admin every single day
20–25 min per call
After syncd
Call ends. Open syncd in HubSpot.
0 min
Paste transcript. syncd detects all fields.
10 sec
Click Fill. Every field answered by AI.
15 sec
Review, adjust if needed, move on.
1 min
Total post-call admin — every call.
Under 2 minutes
Pricing

Simple pricing.
No surprises.

Pro
$39 /month per seat
For individual reps who close more when admin is gone.
  • ✓ Unlimited playbook fills
  • ✓ Fireflies one-click import
  • ✓ All HubSpot playbook types
  • ✓ Priority AI processing
  • ✓ Early access to new features
  • ✓ Cancel anytime
Team
$249 /month
Up to 8 seats. For managers who want cleaner deal data across the team.
  • ✓ Everything in Pro
  • ✓ Up to 8 seats included
  • ✓ Team admin dashboard
  • ✓ Priority support
  • ✓ Custom onboarding
  • ✓ Volume pricing available

Stop filling playbooks.
Start closing deals.

Install syncd in 60 seconds. Your next call is already waiting.

Works with any AI notetaker · HubSpot native · Cancel anytime