How to Connect Zoho CRM to AI Meeting Intelligence

Étapes

1. 1

   Connect your Zoho CRM account

   Navigate to Settings > Integrations > Zoho CRM in Demodesk. Authenticate with your Zoho account via OAuth. The connection supports Zoho CRM Free, Standard, Professional, and Enterprise editions.

2. 2

   Configure module mapping

   Map Demodesk data to Zoho modules — Leads, Contacts, Accounts, and Deals. Standard fields are pre-mapped, and custom field mappings can be added for your unique Zoho setup.

3. 3

   Enable activity logging

   Turn on automatic activity logging so every meeting is recorded in Zoho CRM. AI-generated summaries, action items, and coaching insights attach to the correct Zoho records.

4. 4

   Set up Zoho Blueprint triggers

   Configure Zoho Blueprint triggers that fire based on meeting outcomes. When a meeting reveals strong qualification, the deal automatically advances through your Zoho sales process.

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