How can I filter for calls with key clients?

DryMerge allows filtering based on call importance or client status. Specify what constitutes a 'key' client for you, and DryMerge will handle the filtering.

Can I include action items in the call summaries?

Yes, you can include action items in the call summaries. Describe the format for these items, and DryMerge will ensure they are added.

Who benefits from this automation, and how?

Sales and customer service teams use this automation to maintain detailed records of client interactions, aiding in follow-ups and relationship management.

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Google Docs + Zoho CRM

Record Sales Call Summaries in Google Docs for Zoho CRM Events

Keep comprehensive records of your sales calls by adding summaries to a Google Doc whenever a call is logged in Zoho CRM. This helps your team track interactions and follow up effectively.

Sales Call Logged

Triggers when a sales call is logged in Zoho CRM.

Add Call Summary

Adds a call summary to a Google Doc.

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

or pick a common variation below

Document Team Meeting Outcomes 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

Log Daily Activity Updates in Google Docs for Zoho CRM Records

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, "Record sales call summaries in Google Docs for Zoho CRM events"

Record sales call summaries 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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