With each analyzed conversation, diio can create up to five types of objects in your CRM. Which ones are created depends on the conversation type (meeting, call, or message), the connected CRM, and the configuration the administrator has active.
The Key Notes of the conversation are synced to the CRM as a note attached to the contact or deal. The object name varies by CRM:
HubSpot, Pipedrive, Zoho: Note on the contact.
Salesforce: Note in the Notes and Attachments section.
Odoo: Activity with note.
Each detected or manually added commitment is created in the CRM as an actionable task, assigned to the corresponding owner. Applies to all five compatible CRMs.
When diio analyzes a phone call (via HubSpot Call or Aircall), it creates a Call-type activity in the CRM with the Key Notes of that call. Only available for calls, not for meetings or messages.
In Zoho, Odoo, and Pipedrive, diio can create a Meeting-type activity with the Key Notes. In HubSpot and Salesforce, meetings are recorded as generic activities or notes, depending on the configuration.
When diio analyzes a messaging conversation (WhatsApp, LinkedIn, Intercom), the history is synced as a transcript:
Salesforce and Odoo: Transcript in Notes and Attachments.
Pipedrive and Zoho: Note with the chat content.
Values extracted by specific playbook fields are synced as properties of the contact, company, or deal in the CRM, according to how the mapping is configured. The creation of these properties in the CRM is managed by the diio support team.