Integration · Zoho CRM

AI note taker for Zoho CRM: every call on the Deal

Lynkk records the call and adds the summary, next steps and Tasks to the Deal in Zoho CRM. Our sales team sets it up with you.

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Zoho CRM · Deals

Deal

Orvell renewal

$48,000

Negotiation/Review

Account: Orvell
Contact: Dana Ruiz
Owner: Maya Chen
Close date: Fri 30 Oct

Notes

Note added by LynkkTue 13 Oct · 11:48

Orvell renewalZoom45 min

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Next steps Order form to Dana by Fri 16 Oct. Security review booked for Wed 21 Oct.

Play the call

Open Activities · 3

Send Dana the updated order formMayaFri 16 Oct
Set up the two-team pilot workspaceDevMon 19 Oct
Book the security review with Orvell ITMayaWed 21 Oct

app.lynkk.ai

NotesReady

Orvell renewal

ZoomTue 13 Oct45 min

Summary

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Action items

Send Dana the updated order formMayaFri 16 Oct12:40
Set up the two-team pilot workspaceDevMon 19 Oct21:05
Book the security review with Orvell ITMayaWed 21 Oct33:18

Zoho CRM · Orvell renewal

Before and after

A Zoho CRM Deal, before, during and after the call.

Maya Chen has the Orvell renewal at 11:00. The Deal is in Zoho CRM.

0110:55Before the call

Her calendar sends the notetaker.

It joins every meeting with a Zoom, Meet or Teams link.

Home · Today's meetings

0211:00On the call

Maya sells. Lynkk takes the notes.

Dana asks for a pilot and a security review. Nobody types.

Zoom · Maya's Notetaker in the call

0311:47After the call

The note is written, and the summary is in her inbox.

Every timestamp plays the call from that moment.

app.lynkk.ai

NotesReady

Orvell renewal

ZoomTue 13 Oct45 min

Summary

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Action items

Send Dana the updated order formMayaFri 16 Oct12:40
Set up the two-team pilot workspaceDevMon 19 Oct21:05
Book the security review with Orvell ITMayaWed 21 Oct33:18

LynkkTo: Maya Chen11:47

Meeting summary

Orvell renewal

Send Dana the updated order form
Set up the two-team pilot workspace
Book the security review with Orvell IT

Open the note

Summary emailed to you.

Orvell renewal · Ready

0411:48In Zoho CRM

The call lands in the Orvell Deal's Notes.

The summary and next steps as a note, with three Tasks under Open Activities.

Zoho CRM · Deals

Deal

Orvell renewal

$48,000

Negotiation/Review

Account: Orvell
Contact: Dana Ruiz
Owner: Maya Chen
Close date: Fri 30 Oct

Notes

Note added by LynkkTue 13 Oct · 11:48

Orvell renewalZoom45 min

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Next steps Order form to Dana by Fri 16 Oct. Security review booked for Wed 21 Oct.

Play the call

Open Activities · 3

Send Dana the updated order formMayaFri 16 Oct
Set up the two-team pilot workspaceDevMon 19 Oct
Book the security review with Orvell ITMayaWed 21 Oct

Logged on the Orvell Deal in Zoho CRM.

Zoho CRM · Orvell renewal Deal

05Thu 09:15Two days laterPro

Ask across every call with Orvell.

The answer comes from her own notes, with the minute behind it.

Ask Lynkk · with sources

Setup

Set up Lynkk for Zoho CRM with our team.

Email sales

One short call, and your calls start landing where your team works.

Email sales.
We connect Zoho CRM with you on a short call.
Pick which calls log and where.
Every call lands on the Deal.

Questions

Questions about Lynkk and Zoho CRM

What does Lynkk add to Zoho CRM?

A note in the Deal's Notes with the summary and next steps, and each action item as a Task. The Account and Contact get the note too, with a link to the recording.

Which Zoho CRM Deal does a call go to?

Lynkk matches the emails on the invite to Contacts, then picks the open Deal on their Account. We set the matching rules with you when we connect Zoho CRM.

Can I choose which calls go to Zoho CRM?

Yes. We set it up with you: customer calls only, certain teams or certain pipelines. Internal meetings stay out of Zoho CRM.

How do I get Lynkk for Zoho CRM?

Email sales. We connect Zoho CRM with you on a short call and set which calls log and where. Your team keeps recording the way it does today.

How much does Lynkk for Zoho CRM cost?

Pricing is set with our sales team for your team's size. Recording, notes and the meeting bot work as they do on any Lynkk plan.

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AI note taker for Zoho CRM: every call on the Deal

A Zoho CRM Deal, before, during and after the call.

Her calendar sends the notetaker.

Maya sells. Lynkk takes the notes.

The note is written, and the summary is in her inbox.

The call lands in the Orvell Deal's Notes.

Ask across every call with Orvell.

Set up Lynkk for Zoho CRM with our team.

Questions about Lynkk and Zoho CRM

More integrations.

Related guides

Every Zoho CRM Deal, with its calls on it.