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Zoho integration with tl;dv
Bring Every Customer Conversation Into Zoho CRM
Connect the tl;dv Zoho integration to automatically bring AI meeting notes and customer context from Zoom, Google Meet, and Microsoft Teams into Zoho CRM. Keep customer records up to date without manually copying notes after every call.
Keep Zoho CRM Up to Date
A customer call ends, another one starts, and the CRM update gets pushed to later. By the end of the day, important context is sitting in someone’s notes, a transcript, or their memory.
The tl;dv Zoho integration helps close that gap. tl;dv records and transcribes your customer meetings, creates structured AI notes, and sends the relevant meeting context into Zoho CRM through the workflow your team has configured.
That means sales and customer success teams can keep the CRM closer to what was actually discussed, without turning every call into another admin task.
Send Meeting Notes to Zoho CRM
Capture customer conversations automatically
Use tl;dv with Zoom, Google Meet, or Microsoft Teams to record and transcribe customer calls. Your team can focus on the conversation while tl;dv captures what was said for review after the meeting.
Turn calls into structured AI meeting notes
A full transcript is useful, but it is not always the format your CRM needs. tl;dv can turn the conversation into structured meeting notes so your team can capture the parts that matter, such as pain points, requirements, objections, decisions, and next steps.
Send meeting context into Zoho CRM
Once your workflow is configured, tl;dv can push relevant meeting information into Zoho CRM. This reduces the need to copy notes between tools and helps keep customer context attached to the place where your team already manages the relationship.
Create repeatable workflows across the team
Instead of relying on every rep to remember the same post-call process, teams can configure workflows around how meeting information should be handled. That makes CRM updates more consistent and easier to manage as the team grows.
Setting up your integrations is easy
On the tl;dv side menu, click on the integrations tab
Select from our featured templates or create your own custom workflows.
Off you go! Sit back and relax, your data will flow seamlessly between apps.
Connect Zoho CRM With Your Meeting Tools
Your CRM workflow should not depend on which meeting platform a customer prefers.
Google Meet + tl;dv + Zoho CRM
Capture Google Meet conversations, generate AI meeting notes, and move the relevant context into Zoho CRM.
Zoom + tl;dv + Zoho CRM
Record and transcribe Zoom customer calls, then use tl;dv to keep the meeting information connected with your Zoho workflow.
Microsoft Teams + tl;dv + Zoho CRM
Bring context from Microsoft Teams meetings into the same Zoho CRM process your sales or customer success team already follows.
Built for Sales and Customer Success
From sales discovery and product demos to customer success, handoffs, and renewals, tl;dv keeps the most important customer context, questions, feedback, concerns, and next steps connected to the Zoho CRM record.
Sales teams
Keep discovery notes, objections, requirements and next steps connected to Zoho CRM, without manually rebuilding the call after every meeting.
Customer success teams
Carry feedback, open issues, commitments and renewal context from one conversation to the next, so important customer details stay on the record.
Managers and leaders
Give managers a more consistent view of what customers are actually saying, with meeting context captured in Zoho CRM instead of scattered across notes.
Get started with tl;dv
Record, transcribe, clip and share with Google Meet, Zoom and Microsoft Teams
FAQs About Zoho Integration
How do I connect tl;dv to Zoho CRM?
Open Integrations in tl;dv, select Zoho CRM, choose the workflow you want to build, and connect your Zoho account when prompted. From there, configure the action, choose the meeting information you want to send, test the workflow with an existing meeting, and activate it.
What meeting information can tl;dv send to Zoho CRM?
You can use meeting summaries, structured notes, next steps, objections, customer requirements, and other meeting variables as part of your Zoho workflow. What gets sent depends on the action and the information you choose when configuring the workflow.
Can tl;dv create activities in Zoho CRM?
Yes. The current Zoho CRM workflow supports creating Call or Meeting activities. This is useful when you want the customer conversation logged as an activity in Zoho instead of leaving the information in a separate meeting-notes tool.
Can tl;dv update Zoho CRM contacts automatically?
Yes. tl;dv can update an existing Zoho CRM contact after a recorded meeting, using the meeting information you choose in the workflow. This helps keep customer records current without requiring reps to re-enter the same notes manually.
How does tl;dv match a meeting to the right Zoho CRM contact?
tl;dv uses the email addresses of people invited to the calendar event to match the meeting with an existing CRM contact. Keeping your calendar connected is important because participant details are part of the matching process.
What happens if the contact does not already exist in Zoho CRM?
For Zoho CRM, the contact should already exist and use the same email address as the meeting participant. tl;dv’s current automatic contact-creation option applies to some other CRM integrations, but not Zoho, so it is worth checking the contact before testing the workflow.
Can I choose which meetings update Zoho CRM?
Yes. Workflows can use conditions so you do not have to send every recorded meeting into the same Zoho process. You can keep a workflow focused on the calls that matter, such as external meetings, demos, discovery calls, or specific participant domains.
Can I use different Zoho workflows for discovery calls, demos, and renewals?
Yes. You can create separate workflows for different meeting types and use conditions to control when each one runs. That lets a discovery call capture different information from a renewal or customer success meeting.
Does the Zoho CRM integration work with Zoom?
Yes. tl;dv can record and transcribe Zoom meetings, generate AI meeting notes, and use that meeting information in your Zoho CRM workflow.
Can my whole sales or customer success team use the Zoho integration?
Yes. tl;dv supports Team Workflows for Zoho CRM. An admin can configure a workflow for the team so meeting information follows a more consistent process instead of relying on every rep to set up the integration individually.
Which tl;dv plan do I need for Zoho CRM integration?
CRM integrations are part of tl;dv’s more advanced paid capabilities. The Pro and Business offer CRM integrations, and you can check the latest pricing page for the plan that fits your team.
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