With Sembly, you can seamlessly export Transcripts, Meeting Notes or Tasks straight into Zoho CRM. This makes it easier to keep track of conversations, follow up with prospects, and keep your sales and support processes running smoothly.
Open your Sembly account, choose Personal or Workspace Automations in the left-hand menu, then the Native tab, as shown in the screenshot below.
Select Browse all apps. You will find Zoho CRM in the CRM category, or simply use the search field.
In the next window, you will be able to connect to the app, read the app description, and see what types of data can be pushed (in bubbles).
Once you click Connect, a new webpage will pop up asking you to log in to your Zoho CRM account and confirm the connection.
After you connect the app, a green checkmark will appear. This means the app is connected.
Automation is a rule that specifies where you want to send meeting data from Sembly to another app. An app can have a set of Automation rules tailored to your use case. For Zoho CRM, you can send out Tasks, Notes, and Transcripts from Sembly. Therefore, you need to create 3 automations for each one.
To add an automation, select the connected app and then click +New Automation in the pop-up, or click +New Automation and select the connected app on the page.
Type the automation name and customize the following fields:
Data Type - select what you want to push: Meeting Notes, Transcriptions or Tasks.
Filter - select whether you want to apply the Automation rule:
Apply to all meetings that I have access to - works for meetings where you received access before the meeting status is Completed;
Apply to meetings with keywords in the title - requires pasting those keywords into the specific field;
Apply to meetings of a specific team - requires selecting the team;
Apply to meetings with a specific type - requires selecting the meeting type (it's the same type you choose in the meeting as a specific template for Meeting Notes);
Apply to meetings of a specific Sembly owner - requires selecting the meeting owner, a person who is inside your workspace;
Disabled (manual only) - you can choose what data to send manually, available only for Personal Automations.
Destination - is predefined. Click Complete to save the automation.
For Zoho CRM, the destinations are predefined as follows:
Transcriptions – sent to the Meetings tab of the corresponding contacts and companies. Meetings will be pushed as Calendar events. If the contact does not exist, it will be created automatically.
Meeting notes – added as meetings in the Meetings tab of the corresponding contacts and companies. Meetings will be pushed as Calendar events. If the contact does not exist, it will be created automatically.
Tasks – created as tasks in the Tasks tab of the corresponding contacts and companies, enriched with all necessary fields. If the contact does not exist, it will be created automatically.
To disable Automation, simply click the toggle off on the relevant Automation, and it will be disabled. Also, you can Edit or Delete the Automation: near the toggle, click three dots and choose the option you need.
To disconnect the app, you just need to click on Zoho CRM, and in the next window, click Disconnect.
