To integrate Jamy.ai with Zoho and automate note management and meeting tasks, follow these key steps:

1. Prerequisites:

   • Subscribe to the Premium plan of Jamy.ai (€39 per month, billed annually).

   • Make sure you have an active Zoho account with admin permissions.

2. Integration Options:

   • Webhooks: Ideal for teams with technical knowledge.

   • Zapier or Make: Simpler options if you do not have development experience.

3. Basic Setup:

   • In Jamy.ai, activate webhooks from the settings panel.

   • In Zoho, generate a URL to receive data and configure it according to the requirements.

4. Testing and Adjustments:

   • Perform tests to verify that data (transcriptions, summaries, and tasks) are transferred correctly.

   • Troubleshoot common issues such as credential errors or data format issues.

Main Advantages:

• Task automation.

• Detailed and customized reports.

• Efficient management of key information.

With this integration, you will save time and optimize team collaboration.

How to Integrate Zoho CRM and Zapier Through Webhooks

Before You Start

To connect Jamy.ai with Zoho, make sure you meet the following requirements.

Necessary Accounts

• Jamy.ai Account: Subscription to the Premium plan (€39 per month, billed annually), which includes access to webhooks and CRM integrations.

• Zoho Account: An active account with admin permissions.

• Administrative Permissions:

  • Set up webhooks in Jamy.ai.

  • Manage integrations in Zoho.

  • Control automations.

Integration Methods

• Direct Integration with Webhook
  

  Connect Jamy.ai directly with Zoho using webhooks. You will need:

  • Basic technical knowledge.

  • Access to webhook configuration.

  • Management of endpoints and URLs.

• Integration through Zapier
  

  Use Zapier to simplify the setup. Requires:

  • A Zapier account.

  • Connectors for Jamy.ai and Zoho.

  • Configuration of automations.

• Integration with Make
  

  Set up the connection through Make. You will need:

  • A Make account.

  • Create custom scenarios.

  • Access to Jamy.ai and Zoho modules.

Choose the method according to your level of experience: Zapier or Make are ideal if you do not have technical knowledge, while webhooks are better for teams with development experience. Once these requirements are met, you will be ready to set up the integration with Jamy.ai.

Setup of Jamy.ai

Getting Started with Jamy.ai

To start using Jamy.ai with Zoho, you first need to set up your account. Here are the basic steps:

• Create your account on Jamy.ai: Access the dashboard of Jamy.ai and complete your profile. During this process, make sure to:

  • Verify your email address.

  • Fill in your organization information.

  • Select the default language for transcriptions.

Once your account is set up, the next step is to adjust the webhook to integrate it with Zoho.

Webhook Setup in Jamy.ai

The webhook is key to connecting Jamy.ai with Zoho. Follow these instructions:

1. Go to the Settings section in your Jamy.ai panel.

2. Find the Integrations and Webhooks option.

3. Click on Create New Webhook.

4. Select the events that will trigger the webhook, such as the completion of transcriptions, summary generation, and task detection.

The Jamy.ai platform allows you to easily configure webhooks, customizing the data that will be sent to Zoho according to your needs.

| Evento | Datos Enviados | Uso Recomendado |
| --- | --- | --- |
| Transcripción | Texto completo, participantes, duración | Registros de reuniones |
| Resumen | Puntos clave, decisiones, acciones | Actualizaciones de CRM |
| Tareas | Responsables, fechas límite, prioridad | Seguimiento de actividades

To ensure everything works correctly, make sure to:

• Enable the necessary permissions for the webhook.

• Verify that the webhook URL is correctly configured.

• Choose events that are useful for your workflow in Zoho.

With the webhook configured, you can now perform tests and adjust the integration with Zoho according to your needs.

Connection with Zoho

To integrate Jamy.ai with Zoho using webhooks, it is necessary to prepare both sides of the connection.

Obtain the Webhook URL in Zoho

Jamy.ai can send data to Zoho via a webhook. For this, you will need a URL that serves as a reception point in Zoho. Check the official Zoho documentation or contact their technical support to generate this URL. Once obtained, save it for use in the Jamy.ai configuration.

Webhook Configuration in Zoho

Configure the webhook using the POST method and the JSON format. Ensure to review the official Zoho documentation to confirm authentication requirements, the payload structure, and necessary parameters. Verify that the data sent from Jamy.ai meets these requirements. Once you have the URL and configuration ready, you can proceed to adjust and test the integration.

Integration Adjustments and Testing

Define the events that will trigger data sending, such as the end of a transcription, the generation of a summary, or the update of notes. Before moving the integration to production, perform thorough tests to ensure the connection works correctly.

By following these steps, you can use the webhooks of Jamy.ai to efficiently automate workflows with Zoho.

Testing and Solutions

Connection Test

To check that Jamy.ai and Zoho are properly integrated, follow these steps:

• Send a test note from Jamy.ai and verify that it arrives at Zoho.

• Ensure that the data transfers correctly, including:

  • Special characters and accents

  • Dates in dd/mm/yyyy format

  • Custom fields

• Test with several notes to confirm that there are no delays or loss of information.

If any of these steps do not work, review the detailed solutions below.

Troubleshooting

Here is a table with the most common issues and how to solve them:

| Problema | Causa Probable | Solución |
| --- | --- | --- |
| Error 401/403 | Credenciales incorrectas | Verifica las credenciales del webhook en Zoho |
| Timeout | Respuesta lenta del servidor | Aumenta el tiempo de espera en la configuración |
| No recepción de datos | URL del webhook incorrecta | Comprueba el formato y los parámetros de la URL |
| Caracteres corruptos | Codificación incorrecta | Ajusta la codificación a UTF-8

If the problem persists, follow these additional steps:

• Check the error logs on both platforms.

• Confirm that the data structure meets Zoho's requirements.

• Verify that the JSON format is valid.

• Ensure that permissions in Zoho are correctly configured.

For additional help:

• Document in detail the error you are experiencing.

• Take screenshots of the error messages.

• Contact technical support from Jamy.ai or Zoho, depending on the source of the issue.

Summary

Jamy.ai automates the management of meeting notes and tasks using Zoho. Customized webhooks ensure that data is transferred accurately, allowing Jamy.ai to send information to Zoho at key moments in the workflow during calls, thus streamlining processes.

How to make the most of the integration:

• Set up webhooks at the most critical moments of your meetings.

• Use automatic task assignment to save time.

Additionally, Jamy.ai offers extra features that enhance this integration:

| Funcionalidad | Ventaja |
| --- | --- |
| Detección automática de tareas | Asignación directa en Zoho |
| Transcripción multilingüe | Soporte para más de 50 idiomas |
| <a href="https://www.jamy.ai/en/blog/formatos-de-llamadas-personalizados" data-framer-link="Link:{"url":"https://www.jamy.ai/en/blog/formatos-de-llamadas-personalizados","type":"url"}">Plantillas personalizables</a> | Ajuste a flujos de trabajo únicos |

These elements reinforce the efficiency of the integration. Proper initial setup and ongoing monitoring are key to ensuring smooth data transfer between both platforms.

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