Set Up ZohoCRM Automation

With Sembly, you can seamlessly export Meeting Notes, Transcripts, or Tasks straight into Zoho CRM. This makes it easier to keep track of conversations, follow up with prospects, and keep your sales and support processes running smoothly.

How to find Zoho CRM

1. Open your Sembly account, choose Personal or Workspace Automations in the left-hand menu, then the Native tab, as shown in the screenshot below

   

2. Select “Browse all apps”

   
   

3. Then, you can find Zoho CRM in the CRM category or simply find it using the “Search” field

   

Connect App

To establish a connection, please follow the steps described below:

1. Open Personal or Workspace Automations, find Zoho CRM, and click on it

2. In the next window, you will be able to connect to the app, as well as read the description about this app and see what type of data can be pushed (in bubbles)

   

3. Once you click "Connect", a new webpage will pop up asking you to log in to your  Zoho CRM account and confirm the connection

   

4. Once you connect the app, you will see the green checkmark. This means that the app is connected

   

Add Automation

Automation is a rule that contains specific information about the place you want to send meeting data from Sembly to any other app. One app can have a set of Automation rules based on your use case. For Zoho CRM, you can send Transcriptions, Notes, and Tasks from Sembly to different contacts. Therefore, you need to create 3 automations, one for Notes, one for Transcriptions, and one for Tasks.

1. To add Automation, select the connected app and then click “+New Automation” in the pop-up, or click “+New Automation” and select the connected app on the page

   

2. Enter the Automation name and customize the following fields:

• Data Type - select what you want to push, Meeting Notes, Transcriptions, or Tasks

• Filter - select whether you want to apply the Automation rule:
  • Apply to all meetings that I have access to -  works for meetings where you received access before the meeting status is Completed;
  • Apply to meetings with keywords in the title - required to paste those keywords into the specific field;
  • Apply to meetings of a specific team - required to select the team;
  • Apply to meetings with a specific type - required to select meeting type (it's the same type you choose in the meeting as a specific template for Meeting Notes);
  • Apply to meetings of a specific Sembly owner - required to select the meeting owner, a person who is inside your workspace;
  • Disabled (manual only) - you can choose what data to send manually, available only for Personal Automations.

Destinations for Zoho CRM Automations

For Zoho CRM, the destinations are predefined as follows:

• Transcriptions – sent to the Meetings tab of the corresponding contacts and companies. Meetings will be pushed as Calendar events. If the contact does not exist, it will be created automatically.

  

• Meeting notes – added as meetings in the Meetings tab of the corresponding contacts and companies. Meetings will be pushed as Calendar events. If the contact does not exist, it will be created automatically.

  

• Tasks – created as tasks in the Tasks tab of the corresponding contacts and companies, enriched with all necessary fields. If the contact does not exist, it will be created automatically.

Manage Zoho CRM Automation

If you wish to disable Automation, just click the toggle off on the appropriate Automation, and it will be disabled. Also, you can Edit or Delete the Automation: near the toggle, click three dots and choose the option you need to use.

Disconnect Zoho CRM

To disconnect the app, you just need to click on Zoho CRM, and in the next window, click Disconnect