Outdoo & Monday CRM Integration

Overview

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

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This integration syncs deal, account, and activity data into Outdoo, and pushes summaries, deal health signals, meeting scores, and links back into Monday CRM. 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.

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Monday CRM to Outdoo:

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• Deal Stage Information: Sync deal stage information from Monday CRM to Outdoo to track sales progress alongside customer interactions.

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• Contact Sync: Automatically sync contacts involved in sales calls from  to Outdoo, ensuring all participants are accurately recorded.

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• Account Sync: Keep your account information up-to-date across both platforms for seamless tracking and analysis.

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• Activity Sync: Sync emails and sales activities from D into etRecord for a complete view of customer engagement

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Outdooto  Monday CRM:

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• Meeting Summary: Push meeting summaries from Outdoo directly into Monday CRM, keeping your sales team informed and up-to-date.

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• Deal Summary: Sync detailed deal summaries from Outdoo to  for improved pipeline management.

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

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• Meeting Score: Include meeting scores in Monday CRM to assess the effectiveness of each customer interaction.

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• Meeting Link: Attach meeting links from Outdoo to Monday CRM records for easy access.

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How to Integrate Monday CRM with Outdoo

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1. Go to the Integrations page in your Outdoo Settings.
2. Scroll to the Dialers section and choose Monday CRM.
3. Click on the 'Connect' button.
4. A new page will open to authorize the intgeration. Log in to your Monday CRM account with the credntials
5. That’s it! You’ll be redirected to the Outdoo Integrations page, where Monday CRM will now appear as "Connected."

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‍Note:

• Ensure that you have a Monday CRM account with the necessary permissions to enable API integrations.
• Your Monday CRM account must have access to call recording and management features.

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Need Help?

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