For diio to sync a meeting's data to the CRM, it first needs to identify which contact and deal it belongs to. It does this automatically by searching participants' emails in the CRM.
How diio identifies the contact
When the meeting analysis finishes, diio takes the email addresses of the external participants (the counterpart) and searches for them in your CRM. If it finds a contact with that email, the meeting is associated with that contact.
How it associates with the deal
Once diio identifies the contact, it searches whether that contact is linked to any active deal, opportunity, or trade in the CRM. If it finds one, the Key Notes, Commitments, and Specific Fields travel to that object as well.
If the contact has multiple associated deals, diio will ask you to confirm which is the correct one within the Update CRM flow.
What happens if diio does not find the contact
diio notifies you in the conversation analysis. To resolve the association:
Create the contact in the CRM if it does not exist, using the correct email.
Return to the conversation in diio and open the Update CRM flow.
diio will search for the contact again. If it already exists, the association is completed and you can sync.