HighLevel and Outdoo AI
Learn how to integrate HighLevel with Outdoo AI to automatically share meeting summaries as notes and monitor deal progress for better sales insights.
The integration between HighLevel and Outdoo AI connects a HighLevel sub-account with Outdoo AI. After setup, Outdoo AI adds meeting summaries as notes on each deal. It also tracks deal progress, so you can see whether a deal is likely to close, stall, or go quiet.
Pre-requisites for HighLevel Integration
- You need the HighLevel Unlimited plan with API access. Check HighLevel plans.
- You need admin access to the sub-account.
Steps to Integrate HighLevel
- Go to Company Settings > CRM > All CRMs and click the HighLevel card.
- Click Connect.
- Log in to HighLevel and select the sub-account you want to integrate. You are then returned to Outdoo AI.
The status changes to Connected once the integration is complete.
Hope this article was helpful. For any queries, please write to support@outdoo.ai