Create module entries in Zoho CRM for new meetings in Fireflies.ai
Start streamlining your business processes with this workflow that initiates when a new meeting occurs in Fireflies.ai. This swift process then results in the creation of a module entry within Zoho CRM. It not only aids in effortlessly managing your customer relationships but also helps keep track of your critical data points. Ensure seamless interactions and stay on top of your business operations with this hassle-free workflow.
Start streamlining your business processes with this workflow that initiates when a new meeting occurs in Fireflies.ai. This swift process then results in the creation of a module entry within Zoho CRM. It not only aids in effortlessly managing your customer relationships but also helps keep track of your critical data points. Ensure seamless interactions and stay on top of your business operations with this hassle-free workflow.
- When this happens...New Meeting
Triggers when a new meeting with transcripts is created.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Transcript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
Try ItTranscript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
Meeting Title
Date
Host Email
Participant Email
Transcript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
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.
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Audio URL LinkRequired
TitleRequired
Participant Name
Participant Email
Participant Phone
Meeting IdRequired
Transcript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
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 ItModuleRequired
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