Integrations
Zoho CRM integration
Circleback adds a note with your meeting outcomes to the matching Zoho CRM contacts after every meeting.
Plan: Pro, Business and Enterprise
How it works
- 1Open Automations in Circleback and select New automation.
- 2Run it after every meeting, or only for meetings that match tags, meeting name, participants or invitee email domains.
- 3Choose Zoho and connect your account.
- 4Choose what to include, then save.
Frequently asked questions
It searches your Zoho CRM contacts for each meeting invitee's email.
A note on the contact with the outcomes you chose, such as notes, action items and AI insights.
Yes. Conditions limit an automation to meetings with certain tags, meeting names, participants, invitee emails, invitee email domains or number of invitees. Without conditions, it runs after every meeting.
No. Zoho automations need Pro or above.