Zoho CRM Integration with Notta
Sync meeting notes and summaries directly into Zoho with one click, helping sales teams maintain an organized record of client interactions without manual data entry.
Overview
Available on
Zoho CRM is a cloud-based customer relationship management platform designed to help businesses manage their sales, marketing, and customer support in one place.
Once Notta captures meeting notes and generates summaries, the Notta + Zoho CRM integration enables you to sync these summaries directly to the contact’s Call or Note record. This integration ensures that all client interactions are consistently documented, enabling sales teams to access real-time, organized records within their CRM.
Features and benefits
No more manual data entry
Relieve your sales team from manually entering client meeting notes. Instead, they can focus on more valuable tasks, like nurturing leads and closing deals.
Enhanced follow-up
Detailed notes and summaries in Zoho CRM help sales teams quickly identify action items, making follow-up easier.
Increase pipeline visibility
By having comprehensive meeting records in Zoho CRM, sales managers gain a clear, real-time view of each deal’s progress, enabling more accurate forecasting.
How to connect Notta + Zoho CRM
1. Sign in to Notta and click ‘Integrations & Apps’ on the left sidebar, then choose ‘CRM’.
2. Locate Zoho CRM and click the ‘Connect’ button.
3. Sign in to your Zoho account, then follow the on-screen instructions to complete integration.
