Close.io and Outdoo AI
Learn how to integrate Close CRM with Outdoo AI in just few easy steps to sync deal data and enhance sales insights.
Integrating Close CRM with Outdoo AI allows you to seamlessly fetch deal data and gain deeper insights from your sales meetings. Below is a simple, 4-step process to connect the two platforms.
Steps to Integrate Outdoo AI with Close CRM
- You have to be of Admin role to create API in Close. Go to Settings> Connect >Developer
- Create New API Key, name it Outdoo AI and copy the key. This API key will not be displayed again, so ensure you don't lose it.
- Create a new API key and name it Outdoo AI. Copy the API key. This key will not be displayed again, so ensure you save it securely.
Integrate in Outdoo AI
- You must also be an Admin in Outdoo AI to complete the integration. In Outdoo AI, go to CRM > All CRMs > Close and paste the API key you copied earlier.
- The icon should change from "Connect" to "Connected". That’s it! Your Close CRM and Outdoo AI integration is complete.
If you have any questions or need assistance, please reach out to [email protected]