Can I filter meetings based on their type?

Absolutely, you can filter meetings based on their type. Specify the types of meetings you're interested in, and DryMerge will handle the rest.

Can the summary include specific sections?

Yes, provide the section details you want included in the meeting summaries, and DryMerge will customize the document to match your requirements.

What permissions are needed for this automation?

Ensure DryMerge has editing permissions in Google Docs to create and update meeting summary documents.

Which teams benefit the most from this automation?

Project management and HR teams use this automation to systematically document meeting outcomes, ensuring actionable items are always captured and followed up on.

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Google Docs + Zoho CRM

Document Team Meeting Outcomes in Google Docs for Zoho CRM Events

Ensure that team meetings are documented by creating a summary document in Google Docs whenever a meeting event is logged in Zoho CRM. This helps keep track of meeting outcomes, decisions made, and action items to ensure nothing falls through the cracks.

New Meeting Event

Triggers when a new meeting event is logged in Zoho CRM.

Create Meeting Summary Doc

Generates a Google Docs summary of the meeting, ensuring all decisions and action items are documented.

See more Google Docs to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Record Sales Call Summaries in Google Docs for Zoho CRM Events

Google Docs + Zoho CRM

Document Employee Performance in Google Docs for Zoho CRM Updates

Google Docs + Zoho CRM

Create Follow-Up Action Items in Google Docs for Zoho CRM Tasks

Google Docs + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Document team meeting outcomes in Google Docs for Zoho CRM events"

Document team meeting outcomes in Google Docs for Zoho CRM events

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Google Docs + Zoho CRM.

Create Doc

Creates a new Google Doc

Delete Doc

Deletes a Google Doc

Update Doc

Updates an existing Google Doc

Read Doc

Reads details of a Google Doc

Search Docs

Searches Google Docs

New Google Doc

Triggers when a new Google Doc is created

Create Zoho CRM Task

Creates a new task in Zoho CRM

Update Zoho CRM Task

Updates an existing task in Zoho CRM

Get Zoho CRM Task

Retrieves details of a specific task from Zoho CRM

Create Zoho CRM Deal

Creates a new deal in Zoho CRM

Update Zoho CRM Deal

Updates an existing deal in Zoho CRM

Get Zoho CRM Deal

Retrieves details of a specific deal from Zoho CRM

App details

Google Docs

Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.

Related apps

Notion

Workspace Collaboration

Microsoft Teams

Team Collaboration

Salesforce

Sales CRM

HubSpot

CRM Platform

Get Started with DryMerge

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