Zoho and Outdoo AI
Learn how to integrate Zoho CRM with Outdoo AI to sync meeting data and CRM insights seamlessly for streamlined workflows.
Integrating Zoho CRM with Outdoo AI syncs your meeting data and CRM insights between the two.
Steps to Integrate Outdoo AI with Zoho CRM
- Log in to your Zoho CRM account with Super Admin privileges.
- In Outdoo AI, go to Company Settings > CRM > All CRMs and click the Zoho CRM card.
- Click Connect to start the integration.
- You will be prompted to authorize Outdoo AI to access your Zoho CRM data. Follow the on-screen instructions to complete the integration.
Once the page shows Connected, Outdoo AI starts matching your meetings to Zoho CRM records. Use CRM Data Sync to choose what is written back to Zoho CRM after each call.
Hope this article was helpful. For any queries, please write to support@outdoo.ai