---
title: "Activity Association"
url: "https://help.outdoo.ai/en/article/activity-association"
language: "en"
last_updated: "2026-11-12T06:16:07.851Z"
---

# Activity Association

Activity Association sets the rules for how Outdoo AI links a recorded call to the correct account and deal in your CRM. This article explains each setting and how the tiebreakers work.

The page subtitle describes it as rules for linking a call to the correct deal, contact, or account in your CRM. You need a connected CRM first. See [All CRMs](https://help.outdoo.ai/en/article/all-crms).

## Open the page

Go to **Company Settings > CRM > Activity Association**.

The settings save as soon as you change them. There is no Save button.

![Company Settings CRM Activity Association page with the account association rules](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/6af5242f3baf8d9d4fe382de_nov11-activity-association.avif)

## Account Association

This card is headed "Choose how an activity is matched to a CRM account."

-   **Account Association Enabled**: choose **Off** or **On (Recommended)**.

-   **Match by Account Owner**: link an activity to the account whose owner hosted it. In the **Account Owner** options, **Off** means "Don't associate based on the account owner hosting the activity". **On (Recommended)** means "Link an activity to the account owned by the person who hosted it".

## If We Still Can't Choose a Single Account

Sometimes more than one account still matches. These two switches decide which one wins:

-   **Tiebreaker 1: Account with the Most Participants**: link the activity to the account with the most CRM contacts taking part.

-   **Tiebreaker 2: Most Recently Created Account**: if several accounts still match, link the activity to the most recently created account.

## Deal Association

This card is headed "Choose how an activity is matched to a CRM deal."

-   **Deal Association Enabled**: choose **Off** or **On (Recommended)**.

-   **Match by Activity Participants**: narrow down deals by who took part in the activity. For example, if a deal owner joins a meeting, Outdoo AI links the meeting to that deal.

Under **Match by Activity Participants** there are three options. Each can be **Off** or **On (Recommended)**:

-   **Deal Owner**: with On, a deal is linked only if its owner took part in the activity. If the deal has no owner, the activity is not linked to any deal.

-   **Deal Contacts**: with On, a deal is linked only if a deal contact took part. If the deal has no contacts, the activity is not linked to any deal.

-   **Team Members Working on the Deal**: with On, a deal is linked only if a deal team member took part. If the deal has no team members, the activity is not linked to any deal.

## If We Still Can't Choose a Single Deal

These two switches work the same way as the account tiebreakers:

-   **Tiebreaker 1: Deal with the Most Participants**: link the activity to the deal with the most CRM contacts taking part.

-   **Tiebreaker 2: Most Recently Created Deal**: if several deals still match, link the activity to the most recently created deal.

## Tips

-   Start with the recommended settings and change them only if calls are linking to the wrong account or deal.

-   If a call is linked to the wrong deal, you can fix the link on the call itself. See [Link a call to a deal](https://help.outdoo.ai/en/article/associate-call-to-an-account-or-opportunity).

-   Other CRM settings, such as what syncs to your CRM, are in [CRM Data Sync](https://help.outdoo.ai/en/article/crm-data-sync).

Hope this article was helpful. For any queries, please write to support@outdoo.ai

## Related articles

-   [All CRMs](https://help.outdoo.ai/en/article/all-crms)

-   [CRM Data Sync](https://help.outdoo.ai/en/article/crm-data-sync)

-   [CRM Field Settings](https://help.outdoo.ai/en/article/crm-field-settings)

-   [Link a call to a deal](https://help.outdoo.ai/en/article/associate-call-to-an-account-or-opportunity)