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 meeting note notifications are enabled in your CRM. If notifications are turned off, notes may not appear in the solution section.
2. Verify CRM connection
- Confirm that the connection between your CRM and the meeting tool is active. A broken or inactive connection will prevent notes from syncing.
3. Confirm which records receive notes
- Meeting notes are only sent to specific record types: Opportunities and Contacts.
- Notes are not sent to Accounts or Leads. Check that the meeting is linked to the correct record type (Opportunity or Contact).
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 properly within the system 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.
If these steps do not resolve the issue, contact support at support@outdoo.ai.