Zoho
- Boost the use of your CRM!
- Automatic note-taking by AI
- Send insights directly to Zoho
Take advantage of automatic note-taking, seamlessly integrated into your CRM. Boost your productivity with Leexi!
Overview: Leexi + Zoho integration
The integration allows you to import call notes directly into the CRM, in a contact, organization, or deal record. Taking call notes, making a summary, and then adding it in your CRM? All that is a thing of the past! Your assistant takes care of everything: transcribes your calls, summarizes them, and more! You save precious time by automating the tedious task of completing your CRM.
How to integrate Zoho and Leexi?
Prerequisites :
Admin rights for your Leexi and Zoho user accounts.
Step 1:
Go to Settings
Step 2:
Click on Integrations (only accessible by an admin)
Step 3:
Click on Add for Zoho integration
Step 4:
Follow the displayed instructions
Benefits of the integration
By integrating Zoho with Leexi, you:
- Save time by letting Leexi automatically complete your CRM.
- Boost your efficiency by consolidating your information in one place.
- Free up time to provide a better customer experience.
- Reduce sales cycle times.
Ready to boost your productivity with Leexi?
Leexi AI Notetaker takes notes for you