Fireflies.ai + Zoho CRM

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.

  1. When this happens...
    Fireflies.aiFireflies.ai
    New Meeting

    Triggers when a new meeting with transcripts is created.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

    • Audio URL LinkRequired

    • TitleRequired

    • Participant Name

    • Participant Email

    • Participant Phone

    Action
    Write
    • Meeting IdRequired

    • Transcript Format

    • Include Speaker Names

    • Include Timestamps

    • Notes List Format

    • Custom Topics to Include

    Action
    Search
  • Zoho CRM triggers, actions, and search

    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
    • ModuleRequired

    Trigger
    Instant
    Try It
fireflies logo
fireflies logo

About Fireflies.ai

Automatic notes from every meeting. Fireflies dials into your call to take notes. Automate actions by setting custom commands and alerts.

Related categories

  • Transcription
zoho-crm logo
zoho-crm logo

About Zoho CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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