Siro Integration Overview

The Siro + improveit 360 integration is built for scale — an enterprise-ready solution designed to support mid-market and enterprise-level home improvement companies. With this integration, Siro automatically syncs every sales conversation to the relevant sales appointment in improveit 360 so that Siro customers can instantly access AI-generated summaries and recording links directly from within improveit 360 — keeping everything organized and in one place.

What can managers and reps expect with this integration?

1. Enterprise-Ready Visibility at Scale: Built for companies running large sales teams, this integration ensures that every Siro recording is tied directly to the right Sales Appointments — making it easy to audit, analyze, and optimize sales conversations at scale.
2. CRM Fields for Quick Access: improveit 360 customers using Siro benefit from a Recording Link field that surfaces the recording link right inside the sales appointment record — eliminating the need to bounce between systems.
3. Data-Driven Sales Process Optimization: With every recording tied to outcomes, leaders can identify patterns in top-performing reps, fine-tune scripts and playbooks, and coach with clarity — all based on real data.

Siro Integration Pricing: The integration requires a monthly connector fee from improveit 360, but no setup fee. Please speak with Siro on their pricing. 

For any additional questions, please reach out to [e-mail]

FAQ’s

How does this setup work?

1. Authenticate Your Improveit 360 Account

We’ll send you a secure link to connect Improveit 360. This takes you to Merge’s onboarding page, where you’ll log in using your Improveit 360 credentials. Once authorized, Siro begins securely syncing your appointment data in the background.

2. Connection Confirmed

Once connected, Siro will be notified via a secure webhook. This establishes the link and allows Siro to start syncing data on your behalf going forward.

3. Data Sync Begins

Siro pulls appointment data from Improveit 360 and links this information to your recordings.

4. Manual Matching (if needed)

If any emails differ between systems, you can manually match reps to their Improveit 360 accounts in the Siro “Users” tab. Once mapped, Siro will retain the connection for all future syncing.

What You'll See

Once connected, every Siro recording will automatically display the appointment name — giving managers and reps full context on the conversation and its impact.

Important: Please ensure that the user email addresses in Siro match those in i360 for a seamless integration.

How does recording work?

Tap to start recording with Siro, which captures and transcribes conversations — even if your phone stays in your pocket, and no cell service is available. There is no change to your reps current workflow with Siro.

Important: To ensure every recording ties to an appointment accurately, we recommend reps title each Siro recording with the appointments first name & last name.

Is this legal?

Yes. There are 11 states that require consent to record. Thousands of techs seamlessly use Siro in these states simply by asking for permission to record.

How does the AI work?

Siro’s AI is trained on millions of face-to-face sales conversations, allowing Siro to pinpoint key moments within conversations and to suggest improvements.