Sync Otter call notes to existing Microsoft Dynamics records
After every recorded sales call, Otter automatically extracts key sales insights and syncs summaries with links back to the full conversation into the correct Dynamics record, without creating new records, so your CRM stays accurate and up to date.
Key Benefits
- Keep meeting context in your CRM by syncing Otter summaries to your existing Dynamics Contacts, Leads, or Accounts.
- Match meetings to the right CRM records based on attendee email addresses.
- Keep your records clean by syncing to only existing CRM objects.
- Reliably route each meeting summary by sending it to the most recently updated Dynamics record.
- Improve visibility across teams by giving Sales, Success, and Ops access to meeting summaries inside Dynamics.
