ZOHO

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1. Enable Zoho integration

  • Click on Zoho under Integrations

When redirected to Zoho login screen login with your Zoho user credentials to enable the integration.

AI-Summarized Notes*

Automatically generates concise summaries of key points from customer interactions as Video & Live, which saves time and ensures important details are captured

Comprehensive Data Integration

Adds notes, data, and recording links to the correct:

  • Contacts

  • Companies

  • Deals

  • Tickets

Ensures all relevant information is easily accessible within Zoho

By leveraging this integration, teams can focus more on building relationships and closing deals, while ensuring all critical information is captured and accessible within their HubSpot CRM.