From the detail view of any conversation, you can sync the information analyzed by diio directly to your CRM: commitments, notes, playbook fields, and the conversation activity. The process is done through a dialog that diio prepares with the detected information.
Before you start
To sync to the CRM, you need to have one of the following CRMs connected to your diio account: HubSpot, Salesforce, Pipedrive, Zoho, or Odoo. If you haven't connected your CRM yet, see the setup articles in the Integrations collection.
How to start the flow
Open the detail view of the conversation you want to sync.
Click the "Update CRM" button in the header.
diio opens a dialog with the message "I've detected relevant information to upload to your CRM!". Choose the CRM in the selector.
Expand the sections you want to review: Associate deal with contact, Notes, Tasks, Deal properties, Company properties, and Contact properties.
Each section has its own button to send that information to the CRM ("Update CRM", "Update Note", "Associate tasks", or "Update Properties").
If you want to send everything at once, click "Update all".
What gets synced to the CRM
Activity. The meeting, call, or message is logged as an activity in the CRM, linked to the contact and the deal.
Note. The notes field is saved as a note attached to the activity.
Tasks. Commitments are created as tasks assigned to the corresponding owner.
Specific fields. Playbook field values are synced as deal, company, or contact properties in the CRM.