Integration
Sync Otter meetings into SmarterMeetings
Otter is a popular choice for meeting capture and transcripts. SmarterMeetings imports Otter meetings via API so your team can organize, review, and act on Otter content alongside every other recording tool.
- Bearer token or OAuth connection
- Automatic sync on your schedule
- Unified inbox with nine other providers
- Task tracking across Otter and non-Otter calls
- Salesforce call logging on supported plans
Otter users often outgrow forwarding transcript links. SmarterMeetings gives Otter recordings a durable home tied to clients, projects, and open tasks—so nothing disappears when someone leaves the channel.
Bearer token or OAuth setup fits how your Otter workspace is administered today. Once connected, Otter meetings appear beside Zoom and Fathom with the same filters, AI prompts, and Salesforce actions.
Otter continues to capture meetings as you expect; SmarterMeetings is where the team organizes and acts on synced Otter content—especially when multiple consultants touch the same client.
Otter calls in your unified inbox · actual workspace
What you see after sync
Every Otter meeting appears in the same list as your other providers—with transcript, summary, tasks, and client tags on the detail panel. Filter by provider when you want only Otter, or by client when you need the full account story across every recorder your team uses.
Review status shows partners which calls still need a pass before the next engagement. Open tasks roll up to the home dashboard so Monday prep isn't a scavenger hunt through forwarded recap links.
Explore all features →Wondering how Otter alone compares to adding SmarterMeetings? Read: Otter vs SmarterMeetings →
Related guides
Frequently asked questions
- Do I keep using Otter?
- Yes. Otter continues to capture and summarize your calls. SmarterMeetings syncs those meetings into one workspace for client tags, tasks, and review—without replacing your recorder.
- How often does Otter sync?
- You choose a schedule (weekday business hours by default) or click Refresh meetings anytime after connecting in Settings.
- Which SmarterMeetings plan do I need?
- All plans include multi-provider sync and tasks. Personal Pro and Team add Salesforce logging when you need CRM push from synced meetings.
- Can I push Otter meetings to Salesforce?
- Yes, on Personal Pro and Team plans. Link records from the meeting detail, review AI-suggested field updates, and push summaries without copy-paste.