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Integrations settings for Oliv
Integrations settings for Oliv
Kevin Wiramihardja avatar
Written by Kevin Wiramihardja
Updated over 2 months ago

Purpose of document

This document details the available integrations for optimizing value on the Oliv platform.

Table of contents

  1. How to access Oliv

  2. CRM integrations

  3. Calendar integrations

  4. Collaboration tool

  5. Optional integrations

  6. 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

Steps to integrate - Salesforce

  1. Click on the admin install link: [http://web.oliv.ai/salesforce/connect]

  2. 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]

  3. Share your Salesforce URL with us

  4. Enable the "Assign tasks to multiple objects" feature in Salesforce by following the instructions provided in this link:

  5. 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

Oliv <> Hubspot integrations

Hubspot - Steps to integrate

  1. Share your Hubspot URL with Oliv admin through Intercom in Oliv UI

Hubspot - Steps to remove integration

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

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

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

  1. Slack Connect - Oliv will send you a Slack Connect request. Once you accepted, you will be receiving meeting preparation summary and meeting summaries.

  2. 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

Zoom - Steps to integrate

Zoom - Steps to remove integration

Send Oliv message through Intercom in Oliv UI

Oliv <> Microsoft Teams integrations

No integration is needed. Oliv will join meeting automatically when you have integrated your calendar

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

References

For any questions and feedback, please email [email protected]

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