tl;dv + Zoho CRM
tl;dv + Zoho CRM
Create or update Zoho CRM module entries with new tl;dv recordings
Effortlessly manage and store your tl;dv recordings in Zoho CRM with this handy Zap. This integration automatically creates or updates module entries in Zoho CRM when a new meeting is recorded with tl;dv. This efficient process simplifies content organization, enabling you to easily access, keep track of, and review essential recordings.
- When this happens...Recording AddedTriggers when a new recording is created.
- automatically do this...Find Module EntryFinds an entry in a module
- then do this!Create/Update Module EntryCreate or update module entries
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More things you can do with tl;dv and Zoho CRM
Discover other triggers and actions you can use with tl;dv and Zoho CRM
- Note tags
Try ItTriggerInstant- Transcript Added
Triggers when a new transcript is created.
Try ItTriggerInstant - 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.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant
- Recording Added
Triggers when a new recording is created.
Try ItTriggerInstant - Recording nameRequired
- Recording file or recording download URLRequired
ActionWrite- 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.
Try ItTriggerPolling - 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.
Try ItTriggerPolling
