Close.io and Outdoo AI
Learn how to integrate Close CRM with Outdoo AI to fetch deal data and gain insights from your sales meetings in just a few steps.
Integrating Close CRM with Outdoo AI lets you fetch deal data and gain insights from your sales meetings.
Steps to Integrate Outdoo AI with Close CRM
You must be an Admin in Close to create an API key. Go to Settings > Connect > Developer.
Create a new API key, name it Outdoo AI, and copy the key. Close does not show the key again, so 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 Company Settings > CRM > All CRMs and click the Close card.
- Click Connect. In the Enter Details form, paste the key you copied earlier into API Key, then click Connect.
The status changes from Not Connected to Connected. Your Close CRM and Outdoo AI integration is complete.
Hope this article was helpful. For any queries, please write to support@outdoo.ai