Zoho CRM meeting notes

Zoho CRM: meeting and deal summaries in Zoho

Acta sends the meeting summary and a deal summary from each sales call to Zoho CRM, so everyone on the account sees what was said and what happens next.

Connect Zoho CRM free How it works

Acta + Zoho CRM in three steps

  1. 1

    Connect Zoho CRM

    Click Connect on the Zoho card in Acta's Integrations and follow the steps to give Acta access.

  2. 2

    Record the meeting

    On Zoom, Google Meet or Teams, with the desktop app, Chrome extension, notetaker or mobile app.

  3. 3

    Find it in Zoho CRM

    After the meeting, Acta sends meeting summary, deal summary to Zoho CRM.

What Acta sends to Zoho CRM

  • Meeting summary
  • Deal summary

Works well for

  • Sales calls on Zoho-run teams
  • Account reviews
  • Customer success check-ins

Pairs well with

Record without a bot from the desktop app or Chrome extension, or send the notetaker from your calendar.

More integrations

HSHubSpotCRMConnect Acta to HubSpot and sync meeting summaries and action points from your Zoom, Google Meet and Teams sales calls, with or without a bot.See the HubSpot integration SaSalesforceCRMSend meeting summaries, action points and deal reports from Zoom, Google Meet and Teams calls to Salesforce with Acta.See the Salesforce integration JiJiraTicketingActa reviews your standups, sprint planning and bug triage meetings for new Jira tickets, with type, priority, assignee and due date.See the Jira integration AsAsanaTicketingActa reviews your meetings for new Asana tasks, so the work agreed in a call lands in Asana.See the Asana integration CUClickUpTicketingActa reviews your meetings for new ClickUp tasks, so decisions in a call become work in ClickUp.See the ClickUp integration MoMonday.comTicketingActa reviews your meetings for new Monday.com items, so the work agreed in a call shows up on your boards.See the Monday.com integration

All integrations

Frequently asked questions

How does Acta work with Zoho CRM?

Acta sends the meeting summary and a deal summary from each sales call to Zoho CRM, so everyone on the account sees what was said and what happens next.

What does Acta send to Zoho?

Meeting summaries and deal summaries.

Does Acta work with other CRMs?

Yes. Acta also connects to HubSpot and Salesforce.

Which AI meeting assistant works with Zoho CRM?

Acta records Zoom, Google Meet and Microsoft Teams meetings, with or without a bot, and sends meeting summary, deal summary to Zoho CRM.

Can I send meeting notes to Zoho CRM without a bot in the call?

Yes. The Acta desktop app and Chrome extension record from your own computer, so no bot joins, and Acta still sends the results after the meeting.

Is it free to try?

Yes. Acta has a 15-day free trial, and you can connect your tools during it.

Meeting notes in Zoho CRM, without the typing.

Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams.

Start for free