What can this integration do?
Associate deals to calls
Track customer conversations across the board. MeetRecord sends the record of every conversation to your Zoho account along with Minutes of the Meeting and call summary that your salespeople can use as required.
Automate MoM and call summaries
With Insights IQ from MeetRecord, you would be able to generate call summaries or MoM’s for every call with your leads. Send this directly to your Close CRM account to keep track of conversations and customer feedback.
Automate follow up
Based on your conversation, get Insights IQ to generate a customized email that you can use to follow up with your customer or just send the AI generated call summary to your customer.
How to integrate this?
To integrate your Hubspot account with MeetRecord
1. Go to the integrations page on MeetRecord Settings
2. Click on the 'Connect' button below Zoho CRM Icon
3. New page will open to authorise Zoho, login into your Zoho CRM account and click on "Accept"
5. That is it! You will be redirected to Meetrecord Integrations page, now Zoho CRM will show as "Connected"