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Integrate with Zoho

Create an automation to update contacts in Zoho with meeting outcomes

Nick White avatar
Written by Nick White
Updated over a week ago
  1. Go to the Automations page.

  2. Select Create automation.

  3. Set some conditions for when you'd like this automation to run, or click Next if you'd like it to run after every meeting.

  4. Choose Zoho from the menu.

  5. Click Connect if you haven't already connected your Zoho account.

  6. Choose what meeting outcomes to include.

  7. Click Done, then Create.

Your automation will run on meetings that match the trigger conditions you set up in step 3 moving forward.

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