All CRMs
The All CRMs page is the directory of every CRM Outdoo can connect to. Use it to see what is already connected, to add a new CRM, or to open the settings for a connection you have set up.
Go to Settings > CRM > All CRMs.
How the page is organised
The page splits your CRMs into two groups:
- Connected — CRMs that are already linked to your workspace. Open one to change its settings or to disconnect it.
- Available CRMs — everything else Outdoo supports and you have not connected yet.
Each CRM appears as a card with its logo and a short description. Some cards are marked as coming soon or as beta, and a few need our team to finish the setup on our side before they can be switched on.
Connect a CRM
- Find the CRM you want in Available CRMs and click its card.
- The connection page opens with the steps for that CRM. Most use an OAuth sign-in, where you log in to the CRM and approve access for Outdoo.
- Once the connection succeeds, the CRM moves into the Connected group.
You need admin rights in both Outdoo and the CRM to complete a connection. If a card shows that it needs support, write to us and we will enable it for your workspace.
What connecting a CRM gives you
Once a CRM is connected, Outdoo can match recorded calls to the right account, contact, and deal, pull deals into the pipeline views, and write summaries and follow-up tasks back into the CRM. Those behaviours are not automatic — you choose them on the related settings pages:
- CRM Data Sync controls what is synced in each direction.
- CRM Field Settings controls which CRM fields are pulled into Outdoo.
- Activity Association controls how a call is matched to a record.
Disconnect a CRM
Open the CRM from the Connected group and use the disconnect option on its settings page. Disconnecting stops all future syncing in both directions. Data already written to your CRM stays there, and calls already matched to records in Outdoo keep their associations.
Hope this article was helpful. For any queries, please write to support@outdoo.ai