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 Administrator can make this connection. If you don't have that role, ask your Settings Administrator to follow these steps.
Supported CRMs
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.
How to connect the CRM
Go to diio settings › Integrations. CRMs are in the "CRMs" group.
Turn on the switch for your CRM.
If the CRM asks for authorization, a CRM window opens.
Authorize access with your CRM Admin account.
You return to diio. Click "Configure" on your CRM to open the "{CRM name} Integration Settings" page.
What to configure after connecting
The initial connection establishes the channel. What determines the real value is the sync configuration, which you define on the "{CRM name} Integration Settings" 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.
How conversations are associated with the CRM
When diio syncs a conversation, it associates it with the correct contact and deal/opportunity based on the 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.