Turn Every Customer Conversation Into Actionable Zoho CRM Data
Integrate Verbix.AI with your Zoho CRM account to get calls automatically analysed, transforming call into AI-source summaries, insights, transcripts and structured data inside your CRM.
Remove manual call notes, reduce data entry and empower your sales and support teams with the full customer context they need right within Zoho CRM.
What Verbix.AI Sends to Zoho CRM
Turn Every Conversation Into Structured CRM Data
Verbix.AI converts raw, unfiltered, customer conversations into insights that can be acted on and updates the correct Zoho CRM records automatically.
AI Call Summary
Get a brief summary of every customer conversation written by AI that captures the key points, decisions, and action items.
The customer wants a quote for 50 enterprise licenses. Budget is confirmed at $50K with target rollout in 3 months.
Full Transcript
Review, coach, compliant and follow-up with a full, speaker separated transcript of every conversation.
AI-Extracted Insights
Automatically detect key conversational information including intent, sentiment, keywords, budget, timeline, and CSAT.
Call Metadata
Automatically record valuable calling data, such as call duration, call type, disposition, date & time, agent, and customer.
CRM Activity & Notes
Auto-create or update Calls, Notes and other pertinent CRM records in Zoho CRM.
Custom Field Updates
Map your extracted conversation data to your Zoho CRM custom fields and modules via REST APIs for Leads, Accounts, Contacts, Deals, Calls, Tasks, Cases and Notes.
Extract the Data That Matters to Your Industry
AI Conversation Intelligence Built Around Your Business. Different industries have different customer conversations. Verbix.AI identifies the information that is most relevant to your business and integrates it into your Zoho CRM.
Loan Inquiries & Customer Onboarding
“I am looking for a $500,000 business loan. What are the qualification criteria and repayment modes?”
This is especially fitting, as Zoho has a range of financial services solutions that address workflows within the banking and financial services sector.
Save Time
Automate data entry and eliminate manual work
Improve Accuracy
AI extracts data with high precision and confidence
Real-time Sync
Data is pushed to Zoho CRM instantly
Better Decisions
Clean data leads to better insights and outcomes
Map AI Insights to Your Zoho CRM Fields
Put Every Conversation Insight Exactly Where Your Team Needs It
Don't let important details about your customers languish in call recordings. Map Verbix.AI's extracted conversation data to your Zoho CRM fields, modules, notes and activities.
Zoho CRM provides custom fields and module APIs, allowing the conversational attributes to be mapped into crm-specific data structures.
Customize Your CRM MappingFrom Conversation to CRM in Minutes — Without Manual Work
Automate Your Entire Call-to-CRM Workflow.
Zoho CRM facilitates workflows and integrations across linked applications and its APIs enable CRUD operations and data exchange for automation.
Conversation Happens
Customer speaks with your sales, support, or service team.
AI Transcribes the Call
Verbix.AI records and transcribes the conversation into text with separated speaker.
AI Analyzes the Conversation
Verbix.AI - Intent, Sentiment, Keywords, Action Items, Compliance Indicators, and other Business Insights.
Data Goes to Zoho CRM
Summaries, transcripts, metadata and extracted insights are automatically synced to the relevant CRM record.
Follow-Ups & Automation Trigger
Trigger workflows, tasks, notifications, assignments, and other business processes based on the new CRM data.
Why Integrate Verbix.AI With Zoho CRM?
Increase Agent Productivity
Eliminate repetitive post-call data entry and let agents focus on customers instead of documentation.
Capture 100% of Customer Intent
Automatically capture important details, requirements, objections, questions and commitments from every conversation.
Improve Zoho CRM Data Accuracy
Maintain customer records with structured conversation intelligence instead of fragmented manual notes.
Faster Follow-Ups
Enable sales and support teams to instantly view summaries, action items, and customer context.
Better Customer Experience
Make agents aware of each customer’s history and needs in advance of the next interaction.
Automate Your CRM Workflows
Use conversation insights generated by AI as the basis for follow-up tasks, workflows, assignments, and notifications.
Customer Success Stories
Trusted by Customer Service Teams Worldwide.
Find out why companies are enhancing quality control, customer satisfaction, and business process efficiency with Verbix AI.
Frequently Asked Questions
Yes. After your call ends, Verbix.AI automatically connects with Zoho CRM and exports your call summary, transcript, conversation insights, metadata, and any extracted information to that corresponding CRM record.
You can configure the integration based on standard Zoho CRM modules like leads, contacts, accounts, deals, calls, tasks, cases, notes and custom modules.
Yes. Each conversation analyzed can produce a brief AI summary that can be saved to the relevant Zoho CRM record.
Yes. You can map conversation attributes like sentiment, intent, budget, timeline, competitor and other extracted information to your custom CRM fields.
Yes. The integration can automatically create or update CRM activities and records from processed conversations.
Yes. The CRM data created by Verbix.AI can be utilized in Zoho CRM workflows and other linked Zoho automation features. Zoho also allows for third-party integrations using APIs and Zoho Flow.
Connects with tools you already use
Verbix integrates seamlessly with your favorite CRM, helpdesk, and telephony applications to automate workflows.
