Using AI for note-taking in Zoho CRM
Zoho Notepad (included with Zoho One)
Zoho Notepad allows you to take notes, including during online meetings. Automation via Zoho Flow or integration through the Marketplace can be used to send notes directly into a CRM deal, if desired.
Presentation of Zoho Notepad:
https://www.zoho.com/notebook/
Meeting notes with Zoho Notepad:
https://www.zoho.com/blog/notebook/introducing-meeting-notes-take-notes-during-online-meetings.html
Artificial intelligence in Notepad:
https://www.zoho.com/notebook/ai/
CRM integration:
https://marketplace.zoho.com/app/crm/zoho-notebook-for-zoho-crm
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Zoho Meeting – AI Transcription and Notes
Zoho Meeting offers automatic transcriptions and AI-generated keynotes, which are helpful after virtual meetings.
Overview:
https://www.zoho.com/meeting/integration-zia-powered-by-openai.html
Transcription features:
https://www.zoho.com/blog/meeting/ai-powered-transcription-and-keynotes.html
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Third-party notetaker applications
Several external apps allow you to take notes and link them to Zoho CRM, either via API or through native integration available on the Marketplace.
Some examples:
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Fireflies for Zoho CRM
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Leexi
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Notta
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Rafiki AI
If you prefer another solution, it might also be integrable with Zoho CRM—just check whether it offers an API or a Marketplace integration.
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Zoho CRM Mobile App
Finally, the Zoho CRM mobile app allows you to add voice notes, which can then be transcribed into text. This is a popular option for those frequently on the go.
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