Close Dialer and Outdoo AI
Outdoo AI integrates with Close Dialer, allowing you to automatically capture and analyze your sales calls.
How the Integration Works
When you make or receive calls using Close Dialer, Outdoo AI automatically records, transcribes, and analyzes these conversations.
- Automated call recording: every call is captured automatically, with no manual effort required.
- AI-powered insights: get summaries, action items, and conversation analytics.
- Easy access and sharing: quickly review and share recordings with your team.
How to Enable Close Dialer Integration
- Enable call recording in Close. See Close's calling setup instructions.
- Create an API key in Close. Go to Settings > Connect > Developer and create an API key. For more information on Close API keys, see the Close documentation.
- Copy the API key as shown below.
- In Outdoo AI, go to Company Settings > Conversation Capture > Dialers, find Close.io Dialer, and click Connect. You can also open the Close.io Dialer integration page directly.
- On the integration page, click Connect. In the Enter Details form, paste the key into API Key, then click Connect.
Close.io Dialer is connected once for the whole workspace. When the status shows Connected, all Close Dialer calls are recorded in Outdoo AI automatically and appear in Real Calls > History.
Frequently Asked Questions
Do I need to start the recording manually? No, recordings are automatic once the integration is set up.
Can I disable call recording for specific calls? Yes, you can adjust settings in Close CRM to exclude certain calls from being recorded.
How secure is my data? Outdoo AI follows enterprise-grade security standards to protect your recordings.
Hope this article was helpful. For any queries, please write to support@outdoo.ai