Outdoo & Snowflake Integration

Overview

Snowflake is a leading cloud data platform that enables organizations to unify, store, and analyze data at scale. Outdoo’s (formerly MeetRecord) integration with Snowflake helps data and RevOps teams combine AI-driven conversation insights with CRM, product usage, and revenue data.

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This integration eliminates silos by making call summaries, deal metrics, and risk signals queryable inside your existing BI tools. The result: better forecasting, deeper performance insights, and smarter go-to-market decisions.

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What Can This Integration Do?

• ‍Unify Sales Data: Sync Outdoo’s analyzed sales call data and deal intelligence directly into Snowflake tables or shares.

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• Enable Advanced Analytics: Join Outdoo’s AI-generated insights with CRM, product usage, and financial datasets for 360° pipeline visibility.

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• Support Multiple Sync Methods: Choose between Snowflake Data Share (zero-copy), direct JDBC push, or API-based ingestion to fit your IT policies.

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• Automate Updates: Ensure data freshness with near real-time syncs of call and deal records, so your dashboards always stay up-to-date.

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How to Integrate Snowflake with Outdoo

Method 1: Snowflake Data Share (Recommended)

1. Log into your Outdoo account and go to Integrations → Data Warehouse.
2. Select Snowflake Data Share.
3. Provide your Snowflake Account Locator and Cloud Region (e.g. us-east-1).
4. Outdoo will provision a secure data share and notify you when it’s ready.
5. In Snowflake, navigate to Data → Shares to accept the share.
6. Create a database from the share (e.g. CREATE DATABASE OUTDOO_DATA FROM SHARE OUTDOO_ORG.OUTDOO_SHARE;).
7. Grant access to analytics roles as needed and start querying Outdoo data in real time.

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Method 2: Direct JDBC Connection

1. In Snowflake, create a dedicated database user (e.g. OUTDOO_LOADER) with limited privileges.
2. Grant it access to a target schema (e.g. OUTDOO_DATA).
3. In Outdoo, enter your Snowflake hostname, user credentials, and default schema in the integration settings.
4. Outdoo will push call and deal data into your schema on a continuous basis.
5. Verify data availability by running queries like SELECT * FROM OUTDOO_DATA.CALLS LIMIT 10;.

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Security & Authentication

• Dedicated Credentials: Use a dedicated Snowflake role/user for Outdoo.

• Network Access: Whitelist Outdoo’s IP addresses if required by your firewall.

• Encryption: All connections are encrypted (TLS/HTTPS).

• Auditing: Monitor activity and rotate credentials periodically for compliance.

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Example Use Cases

• Pipeline Risk Analysis: Correlate Outdoo’s deal risk scores with CRM pipeline stages.

• Performance Tracking: Analyze call sentiment and topics by rep to identify coaching opportunities.

• Forecasting: Blend Outdoo insights with product usage and revenue data for more accurate forecasts.

• Customer Intelligence: Combine call transcripts with support/product datasets to understand customer needs holistically.

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Disclaimer

Outdoo uses AI (including Large Language Models) to generate insights, summaries, and metrics. While we strive for accuracy, outputs may occasionally be incomplete or imprecise. Please verify critical business decisions with your broader datasets.

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Need Help?

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

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