Bidirectional (two-way) CRM sync on deal boards
What “bidirectional” means here
| Direction | What happens |
|---|---|
| CRM → Outdoo | Deals and CRM fields on the board come from your connected CRM. Filters, tabs, and columns are built from your CRM’s deal data model, so the board reflects what is in the CRM. |
| Outdoo → CRM | For Editable fields with CRM sync, when a user updates a value on the deal board, that update is pushed to the corresponding field on the deal record in your CRM. |
Together, this keeps pipeline views in Outdoo and records in your CRM consistent without duplicate manual entry.
How it works in practice
- Connect your CRM (workspace admin). Until a CRM is connected, deal boards cannot show CRM-backed deals the same way.
- Configure the deal board under pipeline / deal board settings. You define:
- General settings, filters, and tabs — how deals are selected and grouped, using CRM deal fields and rules.
- Static fields — columns that display CRM data for each deal.
- Editable fields — with CRM sync — CRM fields that reps are allowed to change on the board. Only fields that your CRM allows to be updated from Outdoo are available here (fields must support update from the integration).
- Day-to-day use — reps work on the board; edits to configured editable fields sync to the CRM. Other changes in the CRM (stages, owners, dates, etc., depending on your setup and sync rules) continue to flow into Outdoo as part of normal CRM data sync.
For broader controls (for example which deals are synced, notes, or tasks), admins can use Settings → CRM → CRM data sync and related CRM settings so org-wide sync behavior matches how you want deal boards to behave.
Supported CRMs
Outdoo connects to the CRMs below. What you see under Connected vs Available depends on what is already linked to your workspace; use Settings → CRM → All CRMs (or your integrations catalog) to connect or disconnect.
| CRM |
|---|
| Attio |
| Close.io |
| Dynamics 365 |
| Follow up boss |
| HighLevel |
| Hubspot |
| Keap |
| LeadSquared |
| Monday CRM |
| Pipedrive |
| Salesforce |
| Salesforce app |
| Zoho |
Exact features (including which objects and fields sync, and deal-board editable fields) depend on the connector and your admin configuration; use each CRM’s Details in All CRMs for the latest scope.
Tips for admins
- Start with a small set of editable fields — only add fields that reps should change from the board; everything else can remain read-only on the board while still displaying from the CRM.
- Match CRM permissions — if a field is read-only or restricted in the CRM, it may not be offered as an editable synced field.
- Align with CRM data sync settings — board behavior assumes your CRM connection and data sync preferences are configured correctly so the right deals and fields are available.
Related areas in the product
- Deal board / pipeline settings — filters, tabs, static columns, and editable CRM-synced fields.
- Settings → CRM → All CRMs — connect and manage CRM integrations.
- Settings → CRM → CRM data sync — organization-level controls for what syncs between CRM and Outdoo.
If something on the board and the CRM disagree, check the CRM record first (it is the system of record for stored deal fields), then confirm the field is included under editable CRM sync and that the integration is connected and healthy.