OkoCRM Integration

What does this integration do?

When a meeting is booked through OkoMeet, data is automatically synced with OkoCRM:

• Contacts — created or updated by email.
• Deals — created in the selected pipeline linked to the contact.
• Notes — meeting details are added to the contact/deal card.
• Tasks — follow-up tasks after the meeting.
• Cancellations — a note is added to the CRM when a meeting is cancelled.

How to connect

1. Go to Integrations.
2. Find OkoCRM and click on it.
3. Click Connect.
4. Paste your API token from OkoCRM settings (Profile → API Token).
5. Click Connect.

How to disconnect

1. Go to Integrations.
2. Click on OkoCRM.
3. Click Disconnect.