Overview
The integration between Monday CRM and Outdoo (formerly MeetRecord) synchronizes essential data, providing critical business insights and streamlining your sales operations. This integration enables you to view Monday CRM's data directly within Outdoo, offering a comprehensive overview of customer interactions and sales activities.
Monday CRM to Outdoo:
- Deal Stage Information: Sync deal stage information from Monday CRM to Outdoo to track sales progress alongside customer interactions.
- Contact Sync: Automatically sync contacts involved in sales calls from to Outdoo, ensuring all participants are accurately recorded.
- Account Sync: Keep your account information up-to-date across both platforms for seamless tracking and analysis.
- Activity Sync: Sync emails and sales activities from D into etRecord for a complete view of customer engagement
Outdooto Monday CRM:
- Meeting Summary: Push meeting summaries from Outdoo directly into Monday CRM, keeping your sales team informed and up-to-date.
- Deal Summary: Sync detailed deal summaries from Outdoo to for improved pipeline management.
- Deal Health Score: Transfer deal health scores from Outdoo to Monday CRM, helping prioritize deals based on their likelihood of closing.
- Meeting Score: Include meeting scores in Monday CRM to assess the effectiveness of each customer interaction.
- Meeting Link: Attach meeting links from Outdoo to Monday CRM records for easy access.
How to Integrate Monday CRM with Outdoo
- Go to the Integrations page in your Outdoo Settings.
- Scroll to the Dialers section and choose Monday CRM.
- Click on the 'Connect' button.
- A new page will open to authorize the intgeration. Log in to your Monday CRM account with the credntials
- That’s it! You’ll be redirected to the Outdoo Integrations page, where Monday CRM will now appear as "Connected."
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.
FAQs
1. What is Outdoo for Monday CRM?
Outdoo for Monday CRM is a managed integration that allows you to access and utilize conversation data created by Outdoo directly within Monday CRM, providing a seamless integration experience.
2. Why should I set up a Monday CRM integration?
Integrating Monday CRM with Outdoo allows your team to search and analyze conversations based on Monday CRM properties and enrich your Monday CRM records by pushing conversation data from Outdoo. This integration significantly enhances the quality and depth of your Monday CRM data, making it more actionable and valuable for your sales processes.
3. What permissions are required to connect Monday CRM to Outdoo?
To successfully connect Monday CRM to Outdoo, you must have Admin permissions in both platforms.
4. Can I control what Monday CRM data is imported into Outdoo?
Yes, you have control over which Monday properties (both built-in and custom) are imported into Outdoo. You can use the AI Docs feature to connect and manage custom CRM fields according to your specific needs.
5. How does Outdoouse Monday CRM data?
Outdoo leverages Monday CRM data to analyze conversations, providing insights and enabling you to filter data across various Outdoo pages, including the Search and Deals pages. This integration enhances your ability to make data-driven decisions by combining sales activity data with your CRM insights.
6. Can I control which Outdoo calls are exported to Monday CRM?
Yes, once Outdoo is integrated with Monday CRM, calls will automatically be associated with the relevant deals and contacts. You can manage and delete these records directly from your Monday CRM Dashboard as needed, giving you full control over what data is stored.
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