Articles in this section

Connect Claritalk to Wally →

Learn how to connect Claritalk to Wally so that meeting notes automatically appear in Wally. Wally can then better answer questions, look up appointments and draft follow-up emails based on your conversations. (± 1 min read)

How do I create an integration with FID-Manager? →

Learn how to connect Claritalk with FID-Manager so that meeting PDFs are automatically added to the correct contact. This article guides you step by step through the settings in both systems. (± 2 min read)

Integration overview →

This article describes how to connect and configure the nine integrations of Claritalk (AdminPulse, Silverfin, FID-Manager, Brokercloud, Odoo, Zoho CRM, Outlook Calendar, Outlook Mail and OneNote). It explains which data you need to select for each integration, how reports and to-dos are written back, and what you do if an integration stops working. (± 9 min read)

Connect Outlook with a different account →

This article helps you if you accidentally connected Outlook with the wrong account (e.g. personal instead of work account) in Claritalk. It explains why reconnecting doesn't work and provides three steps to successfully switch accounts. (± 2 min read)

What can you do with the Odoo integration? →

The Odoo integration automatically sends action points as tasks and the meeting note as a PDF to your Odoo calendar, without manual work. You determine which actions you want to use and for which meeting types. (± 4 min read)