Zoho

Overview: Leexi + Zoho integration

The integration allows you to import call notes directly into the CRM, in a contact, organization, or deal record. Taking call notes, making a summary, and then adding it in your CRM? All that is a thing of the past! Your assistant takes care of everything: transcribes your calls, summarizes them, and more! You save precious time by automating the tedious task of completing your CRM.

How to integrate Zoho and Leexi?

Prerequisites :

Admin rights for your Leexi and Zoho user accounts.

Step 1:

Go to Settings

Step 2:

Click on Integrations (only accessible by an admin)

Step 3:

Click on Add for Zoho integration

Step 4:

Follow the displayed instructions

Benefits of the integration

By integrating Zoho with Leexi, you:

• Save time by letting Leexi automatically complete your CRM.
• Boost your efficiency by consolidating your information in one place.
• Free up time to provide a better customer experience.
• Reduce sales cycle times.

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