Spiky.ai + Zoho CRM
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.
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 Analysis
Triggers when a new meeting's analysis completes.
- automatically do this...Find Module Entry
Finds an entry in a module
- then do this!Add Attachment
Add attachment to the selected Module entry
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New Meeting Analysis
Triggers when a new meeting's analysis completes.
Try ItNew 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 ItModuleRequired
Try ItNew 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.
Try It
Recording URLRequired
Meeting NameRequired
Meeting Date
Tags
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 ItNew 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 ItModuleRequired
Try It
