Purpose of document
This document details the available integrations for optimizing value on the Oliv platform.
Table of contents
How to access Oliv
CRM integrations
Calendar integrations
Collaboration tool
Optional integrations
References
How to access Oliv?
Oliv can be accessed by clicking on https://web.oliv.ai/
Integrations
CRM integrations
Oliv integrates with CRM, allowing it to seamlessly pull in information. More importantly, it can populate auto-generated insights back into the CRM, eliminating the need for manual updates by sales reps.
 Salesforce |  Hubspot |
Not seeing your CRM listed? Please reach out to Oliv Sales
Oliv <> Salesforce integrations
Oliv <> Salesforce integrations
Steps to integrate - Salesforce
Click on the admin install link: [http://web.oliv.ai/salesforce/connect]
Proceed with the package installation by clicking on the package install link and select "Install for All Users": [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007Lsbl]
Share your Salesforce URL with us
Enable the "Assign tasks to multiple objects" feature in Salesforce by following the instructions provided in this link:
Enable the "Advanced notes" functionality by following the instructions provided in this link: https://admin.salesforce.com/blog/2017/pro-tip-boost-note-taking-enhanced-notes-lightning-experiencebl
Steps to remove integration - Salesfroce
Send Oliv message through Intercom in Oliv UI
Calendar integrations
⚠️ IMPORTANT: Calendar integration is required for Oliv to work. Configuring the options below without calendar integration will prevent Oliv from taking notes during the meeting.
 Gmail |  Outlook |
Not seeing your productivity tool listed? Please reach out to Oliv Sales
Oliv <> Gmail integrations
Oliv <> Gmail integrations
Gmail - Steps to integrate
By logging into https://web.oliv.ai/
Gmail - Steps to remove integrations
Send Oliv message through Intercom in Oliv UI
Oliv <> Outlook integrations
Oliv <> Outlook integrations
Outlook - Steps to integrate
By logging into https://web.oliv.ai/
Outlook - Steps to remove integrations
Send Oliv message through Intercom in Oliv UI
Collaboration tool
Oliv will share meeting reminders and meeting summaries through a collaboration tool to improve visibility and improve collaboration to move deals forward.
 Slack |  Microsoft Teams |  Google Chat |
Not seeing your collaboration tool listed? Please reach out to Oliv Sales
Oliv <> Slack integrations
Slack Connect - Oliv will send you a Slack Connect request. Once you accepted, you will be receiving meeting preparation summary and meeting summaries.
Install Oliv Slack app - https://web.oliv.ai/slack/direct-install
Oliv <> Microsoft Teams integrations
Oliv will send you an invitation request to a Teams shared channel.
Oliv <> Google Chat integrations
Oliv will send you an invitation request to a Teams shared channel.
Video conferencing
Oliv Notetaker joins your meeting to notetake so you can focus on building relationships and closing the deals.
 Zoom | Microsoft Teams |  Google Meet |
Not seeing your video conferencing tool listed? Please reach out to Oliv Sales
Oliv <> Zoom integrations
Oliv <> Zoom integrations
Zoom - Steps to integrate
Install Oliv Zoom app: https://web.oliv.ai/apps/zoom-meeting-bot
Zoom - Steps to remove integration
Send Oliv message through Intercom in Oliv UI
Oliv <> Microsoft Teams integrations
Oliv <> Microsoft Teams integrations
No integration is needed. Oliv will join meeting automatically when you have integrated your calendar
Oliv <> Google Meet integrations
Oliv <> Google Meet integrations
No integration is needed. Oliv will join meeting automatically when you have integrated your calendar
Optional integrations
Notetaker management
Oliv will join external calls automatically, but you can manage them seamlessly in Oliv UI or through your Google or Outlook calendar itself.
 Chrome extension |  Microsoft Outlook add-in |
Chrome extension - Install
Chrome extension - Install
Outlook Add-in - Install
Outlook Add-in - Install
References
For any questions and feedback, please email [email protected]