Objective
The purpose of this article is to provide direction to Outreach Admins in configuring the CRM to sync the Kaia recordings to Salesforce.
Applies To
- Outreach Admins
Procedure
- Access the Outreach Platform.
- Go to "Administration" page
- Click on "CRM"
- select the "Event" object and then click on "add mapping"
- Add the field "Kaia recording URL" and map it to an event Salesforce field.