How can I filter for only deals over a certain value?

DryMerge allows you to filter deals based on their value. Specify the minimum deal value, and DryMerge will manage the rest.

Can I customize the template of the meeting notes?

Yes, you can customize the template of the meeting notes. Provide the template details and DryMerge will ensure all new documents follow this format.

How do I set this up with Zoho CRM?

DryMerge uses OAuth to connect to Zoho CRM. Ensure that you grant necessary permissions to access and create deal records.

Which teams would use this automation, and why?

Sales and project management teams use this automation to streamline meeting preparations, ensuring all team members have pre-prepared notes for discussions.

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Google Docs + Zoho CRM

Generate Meeting Notes in Google Docs for New Zoho CRM Deals

Automatically generate a Google Docs file with essential meeting notes whenever a new deal is added in Zoho CRM. This ensures that your team has a prepared document for each meeting, streamlining the preparation process and keeping everyone on the same page.

New Deal Added

Triggers when a new deal is added to Zoho CRM.

Create Meeting Notes

Generates a meeting notes document in Google Docs.

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

or pick a common variation below

Generate Meeting Agendas in Google Docs for Updated Zoho CRM Deals

Google Docs + Zoho CRM

Document Team Meeting Outcomes in Google Docs for Zoho CRM Events

Google Docs + Zoho CRM

Create Client Briefs in Google Docs for New Zoho CRM Leads

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, "Generate meeting notes in Google Docs for new Zoho CRM deals"

Generate meeting notes in Google Docs for new Zoho CRM deals

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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