Yes. Krokul CRM integrates with Otter.ai. When Otter.ai finishes processing a conversation, Krokul logs the meeting on the deal of the people who took part, adds the Otter summary as a note and turns each action item into a task for the right person. Recorded phone calls from Krokul can go to Otter.ai for a transcript.
Automation platformsZapier
Otter.ai sends the conversation.completed workspace webhook when processing ends. Krokul compares the calendar guests and the addresses the conversation was shared with against Krokul contacts, and logs the meeting on their open deal with the title, date and a link back to Otter. A conversation with no known guest waits in the log for a manager.
Krokul reads the conversation through the Otter API with the transcript, outline and action items included. The abstract summary becomes a note on the deal. Colleagues who missed the call catch up in a minute.
Each Otter action item carries its text and an assignee with an e-mail address. Krokul creates a task on the same deal for the Krokul user with that address, or for the deal owner when the assignee is a client. When the item is marked completed in Otter, the next sync closes the task.
A call logged in Krokul with a recording goes to Otter.ai through the Zapier action Import New Recordings Into Otter, named after the deal and the contact. The finished recording returns through the New Recording trigger, and Krokul attaches its summary to the call.
| Otter.ai | Direction | Krokul | When |
|---|---|---|---|
| Webhook conversation.completed | Otter.ai → Krokul | Meeting record on the deal | Otter finishes processing |
| Conversation abstract_summary | Otter.ai → Krokul | Note in the deal feed | The summary is ready |
| Action items with assignee | Otter.ai → Krokul | Tasks on the deal | The summary is ready, then on each sync |
| Calendar guests, shared e-mails | Otter.ai → Krokul | Contacts of the deal | Matching a conversation to a deal |
| Import New Recordings Into Otter | Krokul → Otter.ai | Logged call with a recording | A recorded call is saved |
| New Recording | Otter.ai → Krokul | Summary on the call record | Otter finishes the imported recording |
Yes. Krokul integrates with Otter.ai through the Krokul app in Zapier and through the Krokul API and webhooks together with the Otter public API.
The Zapier connection works on Otter Pro, Business and Enterprise. Workspace webhooks and the public API, which carry summaries and action items to Krokul, are Enterprise features.
No. Krokul keeps the summary, the action items and a link to the conversation. The recording and the full text stay in Otter.ai.
By the assignee e-mail in Otter. A colleague with a Krokul account gets the task, and items assigned to a client go to the deal owner.
Recordings, full transcripts and Otter chat stay in Otter.ai. Otter.ai offers its public API and workspace webhooks on Enterprise workspaces, while the Zapier connection works on Pro, Business and Enterprise plans.
Tell us which service you use and what should move between it and Krokul. We reply with the way to do it and when it will be ready.
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