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
- Zoho CRM Plugin direct link: https://crm.zoho.com/market/installPrivatePlugin.do?portalName=marvintunjiola&nameSpace=firefliesapp&versionIndex=3934568000000209011
- Install the Plugin to your Zoho CRM account
Note: All of the notes Fireflies sends into Zoho CRM will automatically be associated with the 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.