Not receiving meeting notes in CRM?
Troubleshoot why meeting notes aren't appearing in your CRM by checking connection status, notification settings, record types, and contact email matching.
If meeting notes are not showing up in your CRM, work through these troubleshooting steps.
1. Check CRM notification settings
- Make sure your CRM is set up to show notes and activities on its records. If note or activity notifications are turned off in your CRM, notes may not appear where you expect them.
2. Verify CRM connection
- Confirm that your CRM still shows as connected in Outdoo AI under Company Settings > CRM (Salesforce, Hubspot, Pipedrive, or All CRMs). A broken or inactive connection will prevent notes from syncing.
3. Confirm which records receive notes
- Go to Company Settings > CRM > CRM Data Sync and check the CRM Notes & Summaries section. Make sure the item you expect is turned on, and see which record types it is written to.
- Call Summary can be written to Contacts, Deals and Leads. Deal Summary can be written to Deals. Playbooks can be written to Contacts and Deals. Only the record types you select for each item receive it.
- Notes are not written to Accounts. Check that the meeting is linked to a record type that is selected.
4. Make sure participant email addresses match
- The email addresses of meeting participants must match the addresses listed under Contacts in your CRM. A mismatch will prevent notes from syncing to the correct contact record.
5. Impromptu meetings do not sync
- Meetings created on the fly will not sync notes to your CRM. The meeting must be scheduled in a connected calendar for syncing to work.
6. New contacts added after the meeting
- If a Contact was added to your CRM after the meeting, Outdoo AI will continue checking for 7 days and sync the notes automatically if the Contact is found within that window.
Hope this article was helpful. For any queries, please write to support@outdoo.ai