Integrate Zoho CRM with bluecap CI
When Zoho CRM is connected with Bluecap.ai
, your conversation analytics and insights will populate inside your Zoho CRM. This will enable accelerated time to intelligent context including emotional insights, automated human-like meeting summaries and key takeaways, and more. To connect Zoho CRM, follow the instructions below:
How to integrate bluecap™ and Zoho CRM
NOTE: A bluecap™ account is required. If you do not have one, please sign up by visiting https://bluecap.ai
2. Select bluecap™ from the search results and follow the instructions
3. Once successfully installed, please select a contact with recent interactions and cross-check with Zoho CRM to validate the integration. See the example below:
How to uninstall Zoho
1. Visit Zoho Marketplace
, select bluecap™ from your installed apps and click uninstall.
2. Return to bluecap™
, and navigate to your Settings>Integration
3. Confirm the status of the integration, you should see Zoho CRM integration status.
How to sign up with bluecap Meeting Assistant?
1. Visit https://www.bluecap.ai/pricing 2. Select the plan fits your needs the best. Please take note that accounts exceeding their alotted hourly quota will automatically be charged for additional use. *Prices are subject to change any time. Please ...
How to integrate with Zoom
Integrating with Zoom will enable you to create instant Zoom meetings, Zoom webinars and access Zoom contacts. To enable Zoom integration follow the instructions below: Sign in to bluecap Meeting Assistant. Navigate to Settings from the menu. Select ...
Scheduling new meetings in bluecap™
While bluecap can join meetings automatically, some might opt for more control over which meetings bluecap™ can join. For those users there are a number of manual joining options. Scenario 1: Create an Instant Meeting In this scenario you want to ...
How to deactivate Zoom
To disconnect your Zoom Video Conferencing integration, you will have complete step A and step B. Please follow the instructions below: Step A: Navigate to Settings from the menu, Select Integrations tab. Click on Disconnect Zoom Account. Step B: ...
Join meetings in progress
Sometimes you have a meeting that's already in progress where you'll find your bluecap™ assistant helpful. bluecap™ can join any meeting on demand, with the hosts final approval, by following these simple steps. 1) Copy your meeting invite link. ...