How to Set Up a Zoho CRM Enterprise Integration
Note: The Enterprise Zoho CRM edition is required to use Plugins. See docs for help
- Connect the Zoho CRM Fireflies integration by following this guide http://guide.fireflies.ai/app-integrations/zoho-crm-integration. You should see a green check mark if it's connected.
- From the Zoho CRM integration page, click Enable to get a link to the Fireflies Zoho CRM Plugin
- Install the Plugin to your Zoho CRM account
Notes from Fireflies will be sent to your Zoho CRM and will automatically be associated with a corresponding contact in Zoho. You will be able to read, search and listen to the transcript under the contact record in a new section called Transcripts.