Zoho Integration With Fireflies
Automatically send transcript data to Zoho CRM after a meeting
About Zoho
A call activity will automatically be logged in Zoho CRM under the appropriate contact. A link to your call transcript, audio recording and brief notes will be included
Setting up your Zoho is easy
- How to integrate
How to integrate Zoho with Fireflies
Fireflies will log calls, notes, transcripts under the appropriate contact in Zoho CRM. It’ll use the email of the participant on the cal invite to identify where to log the data.
1.
Turn on your CRM integrationᨆ1.
Turn on your CRM integration
2.
Select what data you want loggedᨆ2.
Select what data you want logged
3.
Pick if you want to log for all contacts or existing CRM contactsᨆ3.
Pick if you want to log for all contacts or existing CRM contacts
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