FinanceAdvisors & Client-Facing

Zoom Meeting Summaries to CRM

Built for Financial Advisors.

Take the Zoom transcript, write a structured summary to the CRM, and open the right follow-up tasks, reducing post-meeting data entry for financial advisors.

Why this matters

The manual work this replaces

Advisors finish a Zoom client call and spend 20-30 minutes typing the summary and follow-up tasks into the CRM by hand, often days later.

What Caddi does

How the automation runs

  1. Zoom
  2. Salesforce
  3. HubSpot

This process logs a Zoom client meeting to the CRM. It collects the Zoom transcript, identifies the contacts from the attendees in Salesforce or HubSpot, writes a structured summary of decisions and action items to the contact, opens the matching follow-up tasks with owners and due dates, and emails the advisor a confirmation of what was logged.

Value created

What changes after Caddi

Captures every Zoom call in the CRM with a structured summary and follow-ups the same day, without the advisor doing the data entry.

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Google Meet Recap to CRM

Take the Google Meet transcript, write a structured summary to the CRM, and open the right follow-up tasks, reducing post-meeting data entry for financial advisors.

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Microsoft OneNote Meeting Note to CRM Activity

Read tagged OneNote pages and write a structured activity to the CRM with the right contact and follow-ups, reducing post-meeting data entry for financial advisors.

See it on your stack

Want Zoom Meeting Summaries to CRM automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.