Spiky.ai + Zoho CRM

Spiky.ai + Zoho CRM integrations

Add new Spiky.ai meeting analysis to Zoho CRM modules

Manually updating Zoho CRM with meeting insights can be time-consuming. This integration helps by automatically analyzing completed meetings in Spiky.ai, locating the right deal in Zoho CRM, and attaching a summary with key takeaways, sentiment, and action items. Now, your sales team always has the latest deal insights—without extra data entry.

When this happens...
New Meeting AnalysisTriggers when a new meeting's analysis completes.
TriggerInstant
automatically do this...
Find Module EntryFinds an entry in a module
ActionSearch
then do this!
Add AttachmentAdd attachment to the selected Module entry
ActionWrite

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More things you can do with Spiky.ai and Zoho CRM

Discover other triggers and actions you can use with Spiky.ai and Zoho CRM

New Meeting Analysis
Triggers when a new meeting's analysis completes.
Trigger
Instant
Try It
- Recording URL
  Required
- Meeting Name
  Required
- Meeting Date
- Tags
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

- Meeting ID
  Required
- Meeting Template
  Required
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

About Spiky.ai

Spiky.ai is an AI meeting assistant that automates meeting summaries, follow-up emails, and CRM updates to streamline your daily operations.

HelpHelp

Related categories

AI Sales Tools

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)

Premium

Zoho

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