Outdoo & Keap Integration

Overview

Keap is a customer relationship management platform that helps teams track deals, contacts, and pipeline activity. By integrating Keap with Outdoo AI, you can connect customer conversations to the records your team already works from, while bringing coaching context into the same view.

‍

This integration syncs deal, account, and activity data into Outdoo, and pushes summaries, deal health signals, meeting scores, and links back into Keap. The same context can shape custom roleplay agents tied to specific personas or stages, with coaching insights from every roleplay giving managers a clearer view of who is ready for the next conversation.

‍

‍

What Can This Integration Do?

‍

Keap to Outdoo

• Deal Stage Information : Sync Keap deal stage information into Outdoo to track deal progress alongside customer conversations.

• Contact Sync : Automatically sync contacts involved in calls from Keap to Outdoo, ensuring all relevant participants are accounted for.

• Account Sync : Maintain up-to-date account information across both platforms, enabling seamless tracking and analysis.

• Read Emails and Activities : Access and analyze Keap emails and activity logs directly within Outdoo for comprehensive insights.

‍

Outdoo to Keap

‍

• Meeting Summary : Automatically push meeting summaries from Outdoo to Keap, keeping your team informed.

• Deal Summary : Sync detailed deal summaries to Keap for improved deal management and tracking.

• Deal Health Score : Transfer deal health scores from Outdoo to Keap, helping prioritize deals based on their likelihood of closing.

• Meeting Score : Include meeting scores in Keap to assess the quality and effectiveness of each interaction.

• Meeting Link : Attach meeting links from Outdoo directly to Keap records for easy access.

• Invaluable Insights and Forecasting : Outdoo provides insights you can use to update revenue forecasts based on real-time data. By integrating with Keap, you can see revenue risks in your pipeline, understand your sales activities, and consistently grow your business, avoiding end-of-quarter surprises.

‍

Integration Details

The integration between Outdoo and Keap is facilitated through a managed package app, allowing for both read and write access to Keap. This enables two key functionalities:

‍

1. Create Conversation Records

Automatically generate Outdoo conversation records in Keap linked to relevant contacts and deals.

‍

2. Autofill Custom Fields

Use the AI Docs feature to autofill custom fields in your CRM, reducing manual effort and improving data accuracy.

‍

How to Integrate Keap with Outdoo

‍

1. Go to the Integrations page in your Outdoo Settings.
2. Click on the 'Connect' button under the Keap CRM icon.
3. A new page will open to authorize Keap CRM.
4. If you have multiple accounts, select the appropriate account and proceed. Click "Allow"  to complete the integration
5. That’s it! You’ll be redirected to the Outdoo Integrations page, where Keap CRM will now appear as "Connected."

‍

Note: Ensure that the lead's contact details are present in Keap before the meeting. If Outdoo cannot find a matching email for participants in Keap, meeting-to-deal mapping will not occur.

‍

Need Help?

For setup assistance or advanced configuration, contact our support team at support@outdoo.ai