Ardovo + Otter.ai integration

Connect Ardovo to Otter.ai so your conversation intelligence work and your revenue data stay in one place. Otter transcripts and summaries become deal history.

Short answer

The Ardovo + Otter.ai integration attaches meeting transcripts and summaries to deals. Otter notes match to the right contact and deal, so reps get searchable call history without typing notes. The record of what was said and agreed lives on the deal, not in a separate transcript app.

What flows between Ardovo and Otter.ai

Transcript and summary

Otter notes attach to the matching deal.

Searchable history

Find what was said on any call from the deal.

Automatic capture

Call notes log without manual entry.

Setting up the Ardovo + Otter.ai integration

  1. Connect in one click

    Open Ardovo Settings, go to Integrations, find Otter.ai, and click Connect. Authorize the connection with OAuth or an API key.

  2. Choose what syncs

    Pick which records and events sync between Ardovo and Otter.ai, and set the direction to one-way or two-way.

  3. Map your fields

    Match Otter.ai fields to Ardovo fields once. Rook suggests the mapping so most teams accept the defaults and move on.

  4. Turn it on

    Rook backfills recent history, then keeps both sides current. You can pause, edit, or audit the sync anytime.

How the Ardovo + Otter.ai integration works

Ardovo connects to Otter.ai through its API. Meeting notes match to deals by participant, and transcripts and summaries sync onto the deal.

  • Otter to Ardovo: transcripts and summaries
  • Ardovo to Otter: meeting and deal context
  • Both ways: meeting and deal linkage

Frequently asked questions

Does Otter log calls to the right deal?

Yes. Notes match by participant to the contact and deal, so transcripts attach to the correct record automatically.

Can I search past calls?

Yes. Transcripts on the deal are searchable, so reps find what was said and agreed without rewatching a recording.

How do I connect Otter.ai to Ardovo, and is it secure?

Open Ardovo Settings, go to Integrations, find Otter.ai, and click Connect. Authorize with OAuth or an API key, choose what syncs and in which direction, and Rook backfills history and keeps both sides current. Setup takes minutes, needs no code, and every change is written to the Ardovo audit log.

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