CRM Data Sync
CRM Data Sync controls what moves between your CRM and Outdoo — which deals are pulled in, whether follow-up tasks are pushed out, and what gets written into your CRM notes after a call. Every setting on this page applies to the whole workspace.
Go to Settings > CRM > CRM data sync. Changes save as soon as you switch a toggle, so there is no separate save button.
Data sync
This section covers what Outdoo pulls from your CRM and what it writes back as activity.
Sync deals from CRM (created last 90 days) brings in all of your CRM deals, including deals that have no calls or meetings against them yet. Turn this on when you want the pipeline views in Outdoo to show your full book of business rather than only the deals your team has already spoken about. Leave it off if you only care about deals with recorded conversations.
Sync tasks to CRM pushes the follow-up tasks created from your calls into your CRM as activities. When you turn it on, you also choose which CRM records those tasks are attached to:
- Account
- Contact
- Deal
- Lead
Pick as many as your CRM supports. If you switch the parent toggle off, all four record types are cleared with it, so remember to set them again if you turn it back on.
CRM Notes & Summaries
This section controls what Outdoo writes into the CRM note it creates after a call is processed. Each item is a separate toggle:
- Call Summary — the summary of the conversation itself: date, attendees, key discussion points, decisions, and action items. This one also has an Edit template link, which opens the template editor so you can change the sections and wording that appear in the note.
- Deal Summary — a snapshot of the deal the call is attached to, including stage, value, and client details.
- Playbooks — the AI-generated playbook insights for the call. There is nothing to configure here; it either goes into the note or it does not.
Turning everything off in this section means Outdoo still matches the call to the CRM record, but writes no note.
Things worth knowing before you change these
- Settings apply company-wide, not per user or per team.
- Sync affects calls processed from that point forward. Switching a toggle on does not backfill notes for calls that were already processed.
- You need a connected CRM for anything here to take effect. Connect one from All CRMs first.
Hope this article was helpful. For any queries, please write to support@outdoo.ai