LeadSimple + Meetgeek.ai

LeadSimple + Meetgeek.ai integrations

Create processes in LeadSimple for every new meeting in Meetgeek.ai

Elevate your productivity with this streamlined workflow between Meetgeek.ai and LeadSimple. When a new meeting is scheduled within Meetgeek.ai, a corresponding process is immediately created in LeadSimple. This integration not only aids in efficient management of your meetings but also ensures that every crucial meeting detail is transformed into actionable processes in LeadSimple. Experience a seamless transition between planning and execution without the need for manual data input.

When this happens...
New MeetingTriggers when a meeting is finished.
TriggerInstant
automatically do this!
Create ProcessCreates a Process in one of your Process Types. You'll need to specify a Process Type and a Stage.
ActionWrite

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More things you can do with Meetgeek.ai and LeadSimple

Discover other triggers and actions you can use with Meetgeek.ai and LeadSimple

- Flow name
  Required
Trigger
Instant
Try It
- API Key
  Required
- Meeting ID
  Required
Action
Write
- API Key
  Required
- Meeting ID
  Required
Action
Search
- API Key
  Required
Action
Search
- API Key
  Required
- Meeting ID
  Required
Action
Search

Call Completed
Triggers when a new call is completed.
Trigger
Instant
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Lead Changes Stage
Triggers when a lead changes stages.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
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Lead Is Reassigned
Triggers when a lead is reassigned.
Trigger
Instant
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Outbound Conversation Created
Triggers when an outbound conversation is created.
Trigger
Instant
Try It
Process Changes Tags
Triggers when a process changes tags.
Trigger
Instant
Try It
Process Reassigned
Triggers when a process is reassigned.
Trigger
Instant
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Task Completed Automatically
Triggers when a task is completed automatically. An automatic task set to auto send.
Trigger
Instant
Try It
Task Created
Triggers when a task is created.
Trigger
Instant
Try It
- Name
- Comments
- Pipeline
  Required
- Stage
  Required
- Source
- Assignee
- Tags
- Created At
- Closed At
- Cost
- Value
- Num Units
- Full Name
- Email Addresses
- Company Name
- Mobile Phone Number
- Office Phone
- Home Phone
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Street Address
- City
- State
- Zip Code
- Property Type
- Bathrooms
- Bedrooms
- Occupancy
- Square Feet
- Estimated Rent
- Lease start date
- Lease end date
Action
Write
- Name
- Comments
- Process Type
  Required
- Stage
  Required
- User
- Tags
- Due At
- Property
- Unit
Action
Write
- Conversation
  Required
- Tag
  Required
Action
Write
- Conversation
  Required
- Assignee
- Status
- Snooze Expiration
Action
Write
- Process Type
  Required
- Process
  Required
- Name
- Comments
- Tags
- Stage
- Assignee
Action
Write
- Property
  Required
- Unit
  Required
- Unit Number
- Num Bedrooms
- Num Bathrooms
- Occupancy
- Square Feet
- Estimated Rent
- Delinquent Rent
- Lease Start Date
- Lease End Date
- Tags
Action
Write
- Pipeline
  Required
- Search
  Required
Action
Search
- Search
  Required
Action
Search
- Search
  Required
Action
Search
- ID
  Required
Action
Search

- Flow name
  Required
Trigger
Instant
Try It
- API Key
  Required
- Download Url
  Required
- Template
- Language
Action
Write
- Api Key
  Required
- Meeting ID
  Required
Action
Search
- API Key
  Required
Action
Search
- API Key
  Required
- Team ID
  Required
Action
Search
Lead Changes Pipeline
Triggers when a lead changes pipelines.
Trigger
Instant
Try It
Lead Changes Tags
Triggers when a lead's tags change.
Trigger
Instant
Try It
Lead Opens Email
Triggers when a lead opens email.
Trigger
Instant
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Inbound Conversation Created
Triggers when an inbound conversation is created.
Trigger
Instant
Try It
Process Changes Stage
Triggers when a process changes stages.
Trigger
Instant
Try It
Process Created
Triggers when a new process is created.
Trigger
Instant
Try It
Task Completed
Triggers when a task is completed.
Trigger
Instant
Try It
Task Completed Manually
Triggers when a task is completed manually. A manual task that does NOT use auto send.
Trigger
Instant
Try It
- From Number
  Required
- To Number
  Required
- Call Duration (in seconds)
- Call Recording URL
- Description
- Outcome
- Created At
Action
Write
- Lead
  Required
- Note Text
  Required
- Created At
Action
Write
- Process
  Required
- Note Text
  Required
- Created At
Action
Write
- Contact
  Required
- First Name
- Last Name
- Company/Secondary Name
- Email Addresses
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Tags
Action
Write
- Pipeline
  Required
- Lead
  Required
- Name
- Comments
- Tags
- Stage
- Assignee
- Num Units
- Contact IDs
- Property IDs
- Unit IDs
Action
Write
- Property
  Required
- Property Type
- Address Line 1
- Address City
- Address State
- Address Zip Code
- Tags
Action
Write
- Search
  Required
Action
Search
- Process Type
- Search
  Required
Action
Search
- Property
  Required
- Search
  Required
Action
Search
- ID
  Required
Action
Search

About LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.

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Related categories

CRM (Customer Relationship Management)

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About Meetgeek.ai

Meetgeek helps you record, transcribe, take notes, and share key highlights of your online calls. Automatic note-taking keeps you focused on the conversation while it writes down all the important details for you.

Learn moreLearn moreHelpHelp

Related categories

AI Meeting Assistants