1.Catches meeting recording webhook
Integrate Webhooks by Zapier and data mapping tools to receive the meeting payload and to map meeting variables for processing.
Attach meeting recording and note to lead record
Automatically monitor meeting recording webhooks across Webhooks by Zapier, Google Calendar, Formatter by Zapier, Close, and Filter by Zapier. Create and update when webhook arrives, meeting title is provided, or recording link is includedβso you can attach recordings, create lead notes, and preserve activity logs without manual logging.
How this automation preserves your meeting activity
When meeting recordings arrive without being logged to the right lead, context gets lost and follow-up slows. This automation matches the recording to calendar events, extracts the invitee email, and creates a note on the correct Close leadβso your team can preserve activity history automatically.
Webhooks by Zapieror swap with your favorite app
2.Finds matching calendar event
Integrate Google Calendar and calendar search tools to search the host calendar and to find the matching invite event.
Google Calendaror swap with your favorite app
3.Extracts invitee email from event
Integrate Formatter by Zapier and text transformation tools to extract invitee email from the event description.
Formatter by Zapieror swap with your favorite app
4.Finds matching lead record
Integrate Close and CRM lookup tools to find the first matching lead using the extracted email.
Closeor swap with your favorite app
5.Stops when lead is missing
Integrate Filter by Zapier and workflow branching tools to continue only when a lead is found and otherwise stop.
Filter by Zapieror swap with your favorite app
6.Creates and attaches lead note
Integrate Close and CRM note tools to create a note with the recording link and context and to attach it to the lead.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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