Configure an Integration
Every integration in Outdoo AI (CRMs, dialers, calendars, LMS platforms, sales content tools, and conversation intelligence tools) opens the same connection page. This article explains what that page does, so you know what to expect whichever tool you are connecting.
You usually arrive here from a directory page rather than from the main menu. Pick a tool from a page such as Company Settings > CRM > All CRMs, Company Settings > Conversation Capture > Dialers, or Company Settings > Ecosystem > LMS, and the connection page opens for that tool.
What the connection page shows
- The tool's name and logo, so you can confirm you are on the right one.
- Its current status: Connected, Not Connected, or Connected (Setup Required) when a connected tool still needs a few setup details from you.
- Once connected, the account it is connected with and the date it was connected.
- A collapsible View Documentation section with notes and setup steps for that specific tool.
- A Contact Support button in the top-right corner, which sends a request to our team if you get stuck.
Some actions only appear for certain tools. A connected CRM shows a Configure button that opens its field settings, and tools that need extra details after connecting show a Finish Setup button.
Connecting
- Click Connect on the page.
- Most tools use an OAuth sign-in: you are taken to the tool's sign-in page, where you log in and approve the access Outdoo AI asks for. Tools that use an API key or account details open a Connection Details form instead, where you fill in the fields and click Connect. A few tools, such as Dynamics 365 and Monday CRM, ask for details in the form first and then take you to their sign-in page.
- You are returned to Outdoo AI and the page updates to show Connected.
The most common thing that blocks this step is permissions: you need admin rights in the tool you are connecting, not just a user account.
Tools that need our help
For some integrations, the page shows Contact Support instead of Connect. These need a step on our side, such as an account provisioned, a partner key issued, or a beta flag enabled. Click Contact Support to send a request, and our team will turn it on for your workspace.
Changing or removing a connection
Reopen the same page at any time to change settings or to disconnect. Click Disconnect and confirm in the Disconnect Integration? dialog. Outdoo AI loses access to the tool's data, and anything that depends on it stops working. Disconnecting stops future data flow in both directions but leaves data already exchanged in place.
Hope this article was helpful. For any queries, please write to support@outdoo.ai