Read AI + Zoho CRM
Create or update Zoho CRM module entries when new meeting notes are added in Read AI
When you create new meeting notes in the Read AI app, this workflow ensures your data is efficiently managed by creating or updating an entry in your Zoho CRM module. Perfect for maintaining uniformity across your systems, it keeps your customer relationship management up to speed with the latest insights garnered from your meetings. Cut down on manual data entry and increase productivity by enabling this smooth cross-app exchange.
When you create new meeting notes in the Read AI app, this workflow ensures your data is efficiently managed by creating or updating an entry in your Zoho CRM module. Perfect for maintaining uniformity across your systems, it keeps your customer relationship management up to speed with the latest insights garnered from your meetings. Cut down on manual data entry and increase productivity by enabling this smooth cross-app exchange.
- When this happens...New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
- automatically do this!Create/Update Module Entry
Create or update module entries
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New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
Try ItNew 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
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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
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 ItNew User
Triggers when a new active user is added to your Zoho CRM account.
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