Zoom Call Transcript to Zoho CRM Deal
What you get
Your client calls stop living in recordings nobody replays. The summary and next steps arrive on the deal minutes after the call ends.
- Automatic pickup of each Zoom transcript when the call ends
- AI summary with key points, commitments and next steps, in a format you approve
- Matching of the call to the right contact and deal
- Summary added to the deal as a note
- Dashboard of calls with drill-down, and a manual run for calls that did not match
Who it suits
A team that sells or runs intake over Zoom and loses the detail between the call and the CRM.
What we need from you
Admin access to Zoho CRM, a Zoom plan with cloud recording and transcripts, and a Make.com account. AI usage runs on your own Claude account. No account yet? Sign up for Zoho CRM.
How it starts
1. Use Add to Cart above and check out, or write to us first to confirm fit.
2. We contact you to schedule a kickoff call.
3. We confirm scope and access with you, then start the work.
Billing questions
Who bills me?
Creator Scripts invoices you in MXN.
What does the price cover?
The scope listed above for one Zoho organization and one Zoom account, in MXN before IVA. Anything outside the scope is quoted before we start.