Configure Kaia Recording CRM Object

Created by Mike Goodwin, Modified on Mon, 9 Feb at 11:00 PM by Alsabana Sahubarali

Objective

As an Admin, set up the Kaia Recording CRM object. The Kaia Recording object allows syncing of data for all Kaia recordings to CRM.

Applies To

Outreach Admin

Before you begin

Requires Meet license (or equivalent) for meetings
Requires Outreach Voice with Kaia (Meet, Engage, or equivalent) for calls
Requires CRM sync
Requires a CRM admin to create a custom object in CRM

Procedure

Log in to Outreach as an Admin.
Click Administration.
Click Integrations > CRM.
Under Set Object Mapping click Add Mapping.
Select Kaia Recording.

The following fields are supported.

Field Name	Description
Summary	The AI generated summary for Kaia recordings. The recording must be at least 1 minute long
Recording URL	The link to Kaia recording
Primary Account	The primary account that is associated with the recording
Primary Opportunity	The primary opportunity that is associated with the recording
Owner	The owner of the meeting, or the user who made/received the call
Duration	The duration in hours, minutes, and seconds. Example: 1h42m56s
Format	The format of the recording. Can be either call or meeting

Note: If you would like to link these recordings to the associated Call or Event object, you will need to configure the `Kaia Recording CRM Object` field on each object

Additional Information

How To Access CRM Plugin Settings in Outreach