There is no ScreenApp Zoho CRM integration
ScreenApp does not connect to Zoho CRM. There is nothing to install in Zoho CRM, nothing to connect under Settings, and ScreenApp does not post, sync or create anything in Zoho CRM on its own. Anything that ends up in Zoho CRM gets there because you put it there.
That is worth saying plainly, because the rest of this page is about the part that does work.
What you can actually do
- Record the meeting in ScreenApp, or upload a file you already have.
- Wait for the transcript and the AI summary.
- Copy the text, or export the transcript as PDF, DOCX, TXT, SRT and VTT.
- Paste the summary into a note on the contact or the deal.
- If people need to watch the recording, send them a share link. Share links are not password protected, so only send them to people who should see the recording.
What is not on offer
There is no ScreenApp extension in the Zoho Marketplace, no cross-app sync, and no custom module mapping. Deal stages do not move on their own. If you want any of that, you write it against the ScreenApp API and Zoho’s API.
For developers
ScreenApp has API keys and a public API. You can generate an API key and pull a recording, its transcript and its summary, then write them into Zoho CRM with Zoho CRM’s own API. Use the API to retrieve recordings. ScreenApp does not offer webhooks, so your code or automation service checks the API for finished recordings and writes them to the destination; this is not a native integration.
Frequently asked questions
Does a call update the deal stage?
No.
Can support calls land in Zoho Desk?
Only if you put them there, by pasting the summary or by writing your own script.