Skip to main content
MY ZOLLERzoller-group · EU‑1 · production
Overview
DashboardAccounts & Contacts
Sell
Predictive MaintenanceCPQ ConfiguratorQuotes & Deals2Customer ShopCustomer Cart
Leads
Lead Capturing6Visit Reports
Enablement
Document CenterMedia LibraryAcademy
Governance
AdminEvent AdminShop Admin
What's new in 2026.6
CPQ rules engine v2
v2026.6 · build 814EU‑1
Overview
DashboardAccounts & Contacts
Sell
Predictive MaintenanceCPQ ConfiguratorQuotes & Deals2Customer ShopCustomer Cart
Leads
Lead Capturing6Visit Reports
Enablement
Document CenterMedia LibraryAcademy
Governance
AdminEvent AdminShop Admin
What's new in 2026.6
CPQ rules engine v2
v2026.6 · build 814EU‑1
Part of package 4: Sales Portal
Leads/Visit Reports

Visit Reports · Besuchsberichte

Record customer visits in the field, auto-transcribe with AI, and push a structured note straight to HubSpot — keep every conversation in CRM, in seconds.

AI transcriptionHubSpot Notes sync

New visit report

Capture audio on-site, then let AI structure it into a CRM-ready note.

DE · Germany
WatchService snapshot: 3 open tickets · no contract gaps · last on-site 94 days ago
Powered by openai/gpt-4o-mini-transcribe

Recent reports

0 stored locally

No visit reports yet.

Integration

HubSpot CRM · Notes engagement

  • Endpoint /crm/v3/objects/notes
  • Association: company + primary contact
  • Connector: mock in prototype

In production this calls the HubSpot connector gateway with the workspace API key — no per-rep token required.