Integration

Sync Zoom Meeting Notes to Zoho CRM Automatically

By Convo Team • Published January 13, 2026 • Last updated January 13, 2026

The Zoom call was great. The 15 minutes after—updating Zoho CRM, writing summaries, assigning tasks—not so much. Time to automate that. Convo automates the flow from Zoom conversations to Zoho CRM records. Automate CRM updates from meeting conversations.

The Zoom call was great. The 15 minutes after—updating Zoho CRM, writing summaries, assigning tasks—not so much. Time to automate that.

Zoom
Zoom
🎤
Convo AI
Transcribe
Analyze
Structure
📊
Zoho CRM
Zoho CRM
Synced

The problem with manual sync

Post-meeting work kills productivity. After every Zoom call, someone has to play back the recording, write notes, and manually sync data to Zoho CRM.

How Convo solves it

Convo eliminates the gap between talking on Zoom and updating Zoho CRM. AI processes the call, extracts what matters, and syncs it where you need it.

1
Join call
2
AI listens
3
Processes data
4
Auto-syncs

What you can do with Zoom + Zoho CRM

Auto-populate deal records

Meeting ends on Zoom, Zoho CRM contact record updates with notes, next steps, and deal stage changes.

Capture buying signals

AI identifies budget mentions, timeline urgency, decision-maker names—syncs directly to Zoho CRM opportunity fields.

Track competitor mentions

Every time a prospect mentions a competitor on Zoom, it's logged in Zoho CRM for competitive intelligence.

Score meeting sentiment

Convo analyzes conversation tone and engagement, adds sentiment data to Zoho CRM for better forecasting.

Common questions

Related Integrations

Sources & References

  • Zoom Integration Documentation
  • Zoho CRM API Documentation
  • AI Meeting Assistant Research (2026)

Ready to automate Zoom to Zoho CRM?

Join teams using Convo to eliminate post-meeting busywork.