Zoho CRM integration

March 28, 2024

Circleback now integrates with Zoho to automatically update your CRM with notes, action items, and other insights from your meetings.

Once you've set up a workflow with Zoho, Circleback will look up who you met with (using the emails invited to the calendar event) after meetings. For each contact found in Zoho, a note will be automatically added with the selected meeting outcomes.

Take it for a spin

Take it for a spin

Never take meeting notes again

Circleback provides best-in-class AI-powered meeting notes and automations. Get started for free today.

Circleback

© 2024 Circleback AI, Inc. All rights reserved.

Circleback

© 2024 Circleback AI, Inc. All rights reserved.

Circleback

© 2024 Circleback AI, Inc. All rights reserved.