Zoho CRM + MeetRecord

Connect Zoho CRM to MeetRecord and your meeting tools to keep track of all sales conversations and demos. Generate call summaries, highlights, next steps and capture customer requirements to be sent to your lead page.

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. 

Zoho Lead view

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. 

MeetRecord minutes of the meeting in Zoho CRM

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

MeetRecord Integration page

3. New page will open to authorise Zoho, login into your Zoho CRM account and click on "Accept"

Zoho Login

Zoho CRM integration authorization

5. That is it! You will be redirected to Meetrecord Integrations page, now Zoho CRM will show as "Connected"

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