User guide
MeetScribe records your meetings, transcribes them with AI, and saves transcript and audio straight to the Zoho CRM record — in one click. This guide walks through every step with examples.
What it does
Press record on any Lead, Contact, or Deal — speak naturally — click Stop and an AI-generated transcript appears within seconds. Review it, click Save, and the transcript and audio file land directly on the CRM record.
Before you start
Recording flow
Six steps with real screenshots from inside Zoho CRM.
Navigate to any Lead, Contact, or Deal in Zoho CRM. In the top-right action area, click the small dropdown arrow next to your action button to see all linked tools.
Select meet Scribe from the dropdown. The MeetScribe widget opens directly inside the record — no app switching, no new tab.
The widget confirms which record the recording will save to. Pick your language from the dropdown — 10 supported including Hindi, Tamil, Telugu, Kannada, Malayalam, Marathi, Gujarati, and Bengali — then tap the red Tap to record button.
Your browser will ask for microphone access the first time — click Allow. After that, recording starts instantly.
When the conversation ends, click Stop. The AI transcribes in 5–15 seconds. Review the result, then choose:
Even if transcription fails for any reason, your audio recording is saved to the record as an attachment. Nothing is lost.
Click Attachments in the Related List to see every MeetScribe recording for this record. Each file is named with the record name and timestamp — easy to find later, easy to download, easy to replay.
Open the MeetScribe Transcript field on the record to view the full transcript inline. It's a regular Zoho CRM text field — fully searchable, included in reports, exports, and workflow triggers.
What gets saved
Everything stays linked to the right contact. No copy-pasting, no orphaned files. The transcript is fully searchable inside Zoho CRM and exports with the rest of your record data.
Custom long-text field added to Leads, Contacts, and Deals — fully searchable and exportable.
The original recording is attached to the same record so you can always replay or re-transcribe.
Trigger automations on transcript updates — assign tasks, send WhatsApp follow-ups, notify managers.
Privacy & data handling
Audio is sent over secure HTTPS to our transcription service, processed in seconds, and discarded immediately — never stored on our servers. Only the transcript and audio file are saved, and they go directly into your Zoho CRM. No analytics, no tracking, no resale.
Best accuracy
No need to slow down artificially. The AI handles natural speech well.
Use a quiet room or a noise-cancelling headset for noisy environments.
Set it to the primary language being spoken. Use English for Hinglish conversations.
For longer meetings, stop and start a new recording.
Saying "next step — schedule consultation" gives you a searchable anchor.
A 30-second summary gives you a clean "what we agreed" paragraph.
Email info@the3amideas.com — we respond within 24 business hours. Or check the FAQ for quick answers.