Bidirectional (two-way) CRM sync on deal boards
What “bidirectional” means here
Deal boards sync in both directions:
- CRM to Outdoo — deals and their field values come from your connected CRM. When a deal changes in the CRM (stage, owner, close date, amount and so on), the change flows into Outdoo through the normal CRM data sync, and the board shows the updated value.
- Outdoo to CRM — for the fields the board owner marks as editable, team members can change a value directly on the board. Outdoo writes the new value to the deal record in your CRM straight away.
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). Deal boards are built on CRM deal data, so a CRM must be connected before a board can show deals.
- Configure the deal board. Go to Opportunities, open the board and click Edit board (or click Create Board for a new one). Only the board owner can change a board's settings. The settings page has these sections:
- General Settings — the board's name and description, and whether all teams can access it.
- Order By — the default sort order for deals.
- Filters and Tabs — which deals appear on the board and how they are grouped, using CRM deal fields.
- Static Fields — read-only columns that display CRM data for each deal.
- Editable Fields - with CRM Sync — CRM fields your team can edit on the board, with updates syncing to your CRM. Click Add Field to choose from the list. Only fields your CRM allows Outdoo to update appear in that list.
- Edit a value on the board. Hover over a cell in an editable column and click the pencil icon (or double-click the cell). Enter the new value and click Save. Outdoo updates the deal in your CRM and the board shows the new value. Empty values can't be saved.
Editing on the board is available to team members who have edit access to that board. If the pencil icon doesn't appear, either the column isn't an editable field or you don't have edit access.
Workspace-wide sync controls, such as whether all recent CRM deals are pulled into Outdoo, live under Settings > CRM > CRM Data Sync. Set these up so the right deals reach your boards.
Supported CRMs
Deal boards work with the CRM connected to your workspace. Salesforce, HubSpot and Pipedrive have their own settings pages under Settings > CRM. Other CRMs Outdoo connects to include:
For the full, current list, go to Settings > CRM > All CRMs. CRMs already linked to your workspace appear under Connected, and the rest under Available CRMs.
Which fields can be edited from a board depends on the connector: a field only appears under Editable Fields - with CRM Sync if that CRM lets Outdoo update it.
Tips for admins
- Start with a small set of editable fields. Only add fields that team members should change from the board. Everything else can stay in Static Fields, where it still displays from the CRM but can't be edited.
- Match CRM permissions. If a field is read-only or restricted in the CRM, it won't be offered as an editable field.
- Check CRM Data Sync first. If deals you expect are missing from a board, confirm the CRM connection is healthy and that Settings > CRM > CRM Data Sync is pulling in the deals you need.
- When the board and CRM disagree, treat the CRM record as the source of truth. Then confirm the field is listed under Editable Fields - with CRM Sync and that the integration is still connected.
Hope this article was helpful. For any queries, please write to support@outdoo.ai