Speak Ai + Zoho CRM

Speak Ai + Zoho CRM integrations

Generate Zoho CRM entries for new Speak Ai transcriptions effortlessly

Experience streamlined workflow with this integration. When a new Automated Transcription is produced in Speak Ai, an associated record will automatically appear in the Zoho CRM. This eliminates the complex task of manual data entry, keeping your customer management up-to-date, and letting you focus on crucial tasks that drive your business forward.

When this happens...
New Automated TranscriptionTriggers when a new automatic transcription is ready.
TriggerPolling
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with Speak Ai and Zoho CRM

Discover other triggers and actions you can use with Speak Ai and Zoho CRM

- Export format
  Required
Trigger
Polling
Try It
New Recording Captured
Triggers when a new recordings comes in from your recorder
Trigger
Instant
Try It
New Automated Transcription
Triggers when a new automatic transcription is ready.
Trigger
Polling
Try It
- Name
  Required
- Description
- Text
  Required
- HTML Text
  Required
- Creation Date & Time
- Tags
Action
Write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It

- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It

New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

New Magic Prompts Response
Triggers when a New Speak Magic Prompt response is available in your Speak account.
Trigger
Polling
Try It
New Sentiment Analysis
Triggers when sentiment analysis is ready
Trigger
Polling
Try It
- Name
  Required
- Description
- File / URL
  Required
- Media Type
  Required
- Creation Date & Time
- Tags
Action
Write
- Assistant Type
  Required
- Prompt
  Required
Action
Write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

About Speak Ai

Speak Ai is a tool to analyze audio and video to get insights extraction and transcriptions.

HelpHelp

Related categories

Transcription

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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