- Meeting Automation
- Meeting Scheduling
- Auto-sync contacts & meetings
Create contacts and schedule meetings in crm
This automation category streamlines the process of capturing new meeting registrants and scheduling meetings by automatically creating or updating contacts and appointments in your CRM whenever a meeting is booked through various scheduling platforms. It eliminates manual data entry, ensuring your contact database stays accurate and up-to-date in real time. As a result, sales and customer success teams can focus on engagement and follow-up rather than administrative tasks.
Filter by common apps:
 Gmail Gmail
 Calendly Calendly
 Filter by Zapier Filter by Zapier
 Wealthbox CRM Wealthbox CRM
 Pipedrive Pipedrive
 Microsoft Outlook Microsoft Outlook
 Slack Slack
 MailerLite MailerLite
 Notion Notion
 Bigin by Zoho CRM Bigin by Zoho CRM
 Zoom Zoom
 HubSpot HubSpot
 Google Calendar Google Calendar
 Delay by Zapier Delay by Zapier
 Formatter by Zapier Formatter by Zapier
 bexio bexio
- Add new email contacts as invitees to Calendly meetings
- Create or update contact in Wealthbox CRM from new Calendly meetingCreate or update contact in Wealthbox CRM from new Calendly meeting
- Create new contact and deal in Pipedrive, and send confirmation email from Outlook when Calendly event is scheduledCreate new contact and deal in Pipedrive, and send confirmation email from Outlook when Calendly event is scheduled
- Create new contact and deal in Pipedrive, and notify team in Slack when Calendly event is scheduledCreate new contact and deal in Pipedrive, and notify team in Slack when Calendly event is scheduled
- Manage contact info and marketing lists in MailerLite, Notion, and Bigin by Zoho CRM when Calendly invitee schedulesManage contact info and marketing lists in MailerLite, Notion, and Bigin by Zoho CRM when Calendly invitee schedules
- Create new contact and activity in Pipedrive, and notify team in Slack from Calendly inviteeCreate new contact and activity in Pipedrive, and notify team in Slack from Calendly invitee
- Add new Zoom meeting registrants to HubSpot contact list for marketing follow upAdd new Zoom meeting registrants to HubSpot contact list for marketing follow up
- Create and organize meeting minutes in Notion from Google Calendar eventsCreate and organize meeting minutes in Notion from Google Calendar events












