Transkriptor + Zoho CRM
Add new transcriptions in Transkriptor to Zoho CRM as attachments
Enhance your CRM workflow with this template that automatically adds new transcriptions from Transkriptor to Zoho CRM as attachments. This template ensures your transcription data is well-organized and easily accessible for efficient client management and follow-up.
Enhance your CRM workflow with this template that automatically adds new transcriptions from Transkriptor to Zoho CRM as attachments. This template ensures your transcription data is well-organized and easily accessible for efficient client management and follow-up.
- When this happens...New Transcription
Triggers when a new transcript is ready.
- automatically do this!Add Attachment
Add attachment to the selected Module entry
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FolderRequired
Export Format
Paragraph Size
Include Timestamps
Include Speaker Names
Merge Same-Speaker Segments
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
File NameRequired
File or File URLRequired
Transcription Language
Service
FolderRequired
Tag
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
