- 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:
Schedule by Zapier
HubSpot
Google Calendar
Formatter by Zapier
Gmail
Calendly
Filter by Zapier
Attio
LeadConnector
Delay by Zapier
Zoom
TimeRex
zcal
ActiveCampaign
- Schedule meetings in HubSpot for contacts at custom intervals
- Schedule work meeting by finding available time slots and sending a professional email via Gmail
Schedule work meeting by finding available time slots and sending a professional email via Gmail
- Create new contact in Attio when Calendly meeting is scheduled
Create new contact in Attio when Calendly meeting is scheduled
- Schedule meeting in Calendly, and create contact in HubSpot from new Gmail email
Schedule meeting in Calendly, and create contact in HubSpot from new Gmail email
- Capture meeting details from Calendly, filter relevant events, and update contacts in LeadConnector
Capture meeting details from Calendly, filter relevant events, and update contacts in LeadConnector
- Create or update contact in HubSpot from Zoom meeting end
Create or update contact in HubSpot from Zoom meeting end
- Create engagement in HubSpot when new event is scheduled in TimeRex
Create engagement in HubSpot when new event is scheduled in TimeRex
- Create engagement in HubSpot when a new event is scheduled in zcal
Create engagement in HubSpot when a new event is scheduled in zcal
- Add new Zoom meeting registrants to ActiveCampaign contacts, format registration date, and update information
Add new Zoom meeting registrants to ActiveCampaign contacts, format registration date, and update information