Integrating Meeting Insights with Zoho

To integrate Meeting Insights with Zoho so that users (per User Profile) can send their action items to their Zoho account's Task List within a Project, you first need to enable the integration.

➢

To enable Zoho integration:

1.

In the Admin Settings navigation pane, expand Integrations, and then click Apps.

2.

Click the Zoho toggle switch to turn on integration:

3.

Enable Zoho for specific User Profiles (see User Profiles):

a.

In the Admin Settings navigation pane, expand User Settings, and then click User Profiles.

b.

Add a new User Profile or edit an existing one.

c.

Under the Permissions group, click the Zoho toggle button to turn it on:

4.

Click Apply.