Sembly + Zoho CRM
Boost meeting productivity with
Sembly’s AI integration for Zoho CRM
Boost meeting productivity with
Sembly’s integration for Zoho CRM
Automate Zoho CRM with AI!
Sembly turns conversations into structured Zoho CRM data, automating lead tracking and follow-ups.
Streamline workflows, boost sales efficiency, and close deals faster—let AI handle the busy work! 🚀


Sembly AI-Powered Zoho CRM Integration: Essential Features

Sembly will automatically send meeting notes to your Zoho CRM
Supercharge your CRM collaboration on Zoho CRM with the integration of Sembly AI. Convert meeting insights into CRM entries.
Share meeting notes directly within your CRM system to enhance communication, centralize insights, and increase team efficiency with ease. Transform your CRM experience by integrating Sembly with Zoho CRM today!
Send AI recognized tasks after every meeting to Zoho CRM
Automate your CRM operations on Zoho CRM using Sembly. Send enriched tasks to corresponding contacts, accounts, and deals in the Activities tab. Whether creating new contacts or updating existing ones, optimize communication, centralize information, and improve overall team productivity.
Elevate your CRM experience by integrating Sembly with Zoho CRM, ensuring your team acts on meeting outcomes with ease.


Control your meetings data flow with advanced filters
Streamline your workflow across various platforms with Sembly’s powerful filtering feature. Filter meeting insights by team, meeting type, organizer, and keywords, ensuring you focus on what matters most.
Sembly allows you to customize filters tailored to your team’s unique needs. Revolutionize your workflow – integrate Sembly’s automated meeting filtering and make every meeting count.
Semblian: The Add-On Advantage for Sembly AI + Zoho CRM Integration

Automate Zoho CRM with Semblian for Smarter Sales!
Close deals faster with AI-powered automation! Semblian captures meeting insights, logs follow-ups, and updates Zoho CRM in real time—so you never miss a lead or sales opportunity.
No more manual data entry or disorganized pipelines. Semblian keeps your CRM clean, your sales team aligned, and your workflow running smoothly.
Zoho CRM AI Integration Process with Sembly
Go to ‘My Automations’ or ‘Workspace Automations’ page in the menu.
Setup your custom workflow easily with a simple wizard.
Sembly is ready to automatically send meeting data to your application.
Privacy & Security You Can Trust
Enterprise-grade security
Through rigorous security audits, secure data storage, employee audits, and compliance with all applicable regulatory requirements, we can ensure the security, stability, and reliability of our platform.
Compliance & privacy
Sembly was created with a strong focus on privacy and security that scales to any size organization. Sembly is GDPR compliant and SOC 2 Type II certified. Sembly is officially SOC 2 compliant as of August 11, 2022.
We DO NOT use audio, video, or text data from Enterprise Plan customers for model training. Other plans can manage this with opt-out settings.
Any PII shared with us is used ONLY to provide service features such as account registration and access to service, not for any other purpose.
We NEVER share content outside of our organization other than with specified subprocessors.

Browse all Sembly integrations
Send meeting notes, tasks and transcriptions to apps you use every day.
FAQs About Zoho CRM Automation with Sembly AI
Does Zoho CRM use AI for automation?
Yes! Zoho CRM AI integration enhances customer relationship management by automating repetitive tasks, streamlining task updates, and improving lead management. AI allows businesses to focus on nurturing customer relationships while ensuring data-driven decision-making.
How do I connect Sembly AI with Zoho CRM?
Setting up Zoho CRM AI implementation with Sembly AI is simple:
1️⃣ Open Zoho CRM and navigate to the Integrations section.
2️⃣ Select Sembly AI and authorize the connection.
3️⃣ Enable Zoho CRM automations to sync leads, meeting insights, and customer interactions.
4️⃣ Customize automation settings to optimize workflows and improve sales efficiency.
What Zoho CRM features work better with Sembly AI?
With Zoho CRM automations, Sembly AI enhances multiple aspects of CRM management:
✅ Automated Lead Management → AI captures and organizes leads from various sources.
✅ Intelligent Task Prioritization → AI ranks customer interactions based on urgency.
✅ Sales Meetings Insights → AI-generated summaries ensure teams stay informed.
✅ Workflow Optimization → AI automates follow-ups and task progress tracking.
✅ Marketing Tools Integration → AI streamlines campaign management and content generation.
How does Sembly AI ensure security when integrated with Zoho CRM?
Sembly AI prioritizes security through data encryption, access controls, and compliance with industry security standards, ensuring that your customer data remains safe while benefiting from AI-powered efficiency.
How fast can I integrate Sembly AI with Zoho CRM?
The setup process is quick and seamless. Within minutes, you can connect Sembly AI with Zoho CRM automations, enabling AI-powered task activity tracking and CRM optimization.
How do I check if my Zoho CRM account is AI-ready?
To enable Zoho CRM AI, ensure that your account has integration permissions activated. Once connected, Sembly AI enhances task automation software, improving customer interactions, lead tracking, and workflow automation.
Can Sembly AI integrate with other tools connected to Zoho CRM?
Yes! Sembly AI works seamlessly with Zoho CRM automations, allowing users to sync AI-powered updates with marketing tools, sales pipelines, and content creation platforms, creating a more efficient customer management ecosystem.
Does Sembly AI improve sales and task management efficiency in Zoho CRM?
Absolutely! Zoho CRM AI implementation eliminates manual data entry, enhances team collaboration, and improves the customer experience by ensuring leads and follow-ups are managed efficiently. AI helps businesses focus on human creativity while automating routine tasks.
Introducing Semblian 2.0
- ✦ Multi-Meeting Chats
- ✦ AI Insights
- ✦ AI Artifacts
