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.
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Generate meeting notes in Google Docs for new Zoho CRM deals
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"
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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.
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Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
Frequently Asked Questions
Supported triggers and actions
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
New Lead
Triggers when a new lead is created in Zoho CRM
New Contact
Triggers when a new contact is created in Zoho CRM
New Deal
Triggers when a new deal is created in Zoho CRM
About Google Docs
Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.
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About 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.
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