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.
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.
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.
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.
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.
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.
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Your CRM workflow should not depend on which meeting platform a customer prefers.
Capture Google Meet conversations, generate AI meeting notes, and move the relevant context into Zoho CRM.
Record and transcribe Zoom customer calls, then use tl;dv to keep the meeting information connected with your Zoho workflow.
Bring context from Microsoft Teams meetings into the same Zoho CRM process your sales or customer success team already follows.
Keep discovery notes, objections, requirements and next steps connected to Zoho CRM, without manually rebuilding the call after every meeting.
Carry feedback, open issues, commitments and renewal context from one conversation to the next, so important customer details stay on the record.
Give managers a more consistent view of what customers are actually saying, with meeting context captured in Zoho CRM instead of scattered across notes.
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.
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.
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.
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.
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.
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.
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.
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.
Yes. tl;dv can record and transcribe Zoom meetings, generate AI meeting notes, and use that meeting information in your Zoho CRM workflow.
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.
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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