The Zoho CRM integration allows diio to create Notes, Tasks, Calls, and Meetings on Contact, Account, and Deal objects automatically after each analyzed conversation.
Steps to connect Zoho CRM
Click "Connect".
Log in to Zoho with an Admin account.
If your Zoho instance is in a specific data center (EU, IN, AU, CN, JP), select it before authorizing.
Authorize the accesses (Contacts, Accounts, Deals, Notes, Tasks, Custom Fields).
The integration is active for the entire organization.
Click "Configure" to define what information travels and how.
What diio creates in Zoho CRM
Key Notes: a "Note" is created with the Key Notes of meetings, calls, and messages.
Commitments: "Tasks" are created with the Commitments from meetings, calls, and messages.
Calls: a "Call" is created with the Key Notes of the conversation.
Meetings: a "Meeting" is created with the Key Notes of the conversation.
Messages: a "Note" is created with the chat message transcript.
Specific fields: Deal, Contact, or Account fields are filled according to the configuration.
Create Deals: allows the executive to create Deals in Zoho from a Contact, or associate a Contact with an existing Deal.