Connecting the CRM to diio is the step that allows everything analyzed in conversations to travel automatically to your client management tool: notes, commitments, activity, specific fields. Once connected, the team stops manually copying data between tools.

Only the Settings Admin can make this connection. If you don't have that role, ask your Admin to follow these steps.

HubSpot — the opportunity is called Deal.

Salesforce — the opportunity is called Opportunity.

Pipedrive — the opportunity is called Deal.

Zoho CRM — the opportunity is called Deal.

Odoo — the opportunity is called Opportunity.

Select your CRM from the list.

Click Connect. A CRM window opens requesting authorization.

Authorize access with your CRM Admin account.

You return to diio. The CRM appears as Connected.

The initial connection establishes the channel. What determines the real value is the sync configuration, which you define on the "CRM Configuration" page immediately after:

What is sent: you can enable or disable each type of object: Key Notes (as Notes), Commitments (as Tasks), Calls and Meetings (as Activities), Messages (as Transcripts), and Specific Fields (as Properties).

Opportunity creation from a contact: diio allows the executive to associate a contact with a deal or create a deal from a contact.

Specific field mapping: each specific field configured in the playbooks can be mapped to a CRM property so the value extracted from the conversation travels directly.

When diio syncs a conversation, it associates it with the correct contact and deal/opportunity based on participants:

If the participant has an email registered in the CRM, the conversation is automatically associated with that contact.

If the contact has an open deal/opportunity, the conversation is also associated with the deal.

In HubSpot, the connection via LinkedIn is especially solid for correctly identifying contacts.