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Question

How to transfer call text summaries from RingCentral to Zoho CRM?


Recently RingCentral introduced it's AI capabilities which can transcribe, summarize, list action items of the call recordings and share with the Sales Agents. 

 

We are looking for a way to get these call summaries and action items to the Zoho CRM and associate with the specific lead. How can we do that?

2 replies

ByrneReese
Community Manager
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  • Product Manager
  • 347 replies
  • May 26, 2025

@media-1 This is something Workflow Builder will be able to help with in the future. In the meantime, this can be done accomplished with a RingSense license. RingSense can seem expensive at first glance, but talk to the Sales team and let me know what you will be using it for - they might be able to offer discounted prices in some circumstances. 


ByrneReese wrote:

@media-1 This is something Workflow Builder will be able to help with in the future. In the meantime, this can be done accomplished with a RingSense license. RingSense can seem expensive at first glance, but talk to the Sales team and let me know what you will be using it for - they might be able to offer discounted prices in some circumstances. 

If we have gotten the RingSense licenses, and have done the integration to Zoho CRM - how can we access the settings of the integration to further customize what and where the call logs get pushed to Zoho? 


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