In this guide, we'll show you how to automatically update Zoho CRM with meeting notes, action items, and other insights after your client or prospect meetings end, ensuring your team has the latest information and follow-up tasks directly in Zoho.

This is actually pretty straightforward to do with workflows in Circleback, let's get started.

1. Login to Circleback. Don't worry if you don't have an account yet, it takes about 2 minutes to create one.

2. Go to Workflows from the navigation menu on the left.

3. Create a workflow.

4. By default, the workflow will run after every meeting. If you'd like, you can choose to have it run after meetings with certain tags or participants. Choose the relevant filters and continue. You can always update this later.

5. Select Update Zoho.

6. If you haven't yet, connect Zoho.

7. Toggle on meeting notes and/or action items and select Done. You can also include outcomes from other insights in the workflow as well. Learn more about how to use insights here.

8. Select End the workflow.

9. Give your workflow a name at the top and press Create in the top right.

That's it! Next time you use Circleback in a meeting, Zoho CRM contacts will be automatically updated with the meeting outcomes you chose.