1.New meeting analysis
Integrate Spiky.ai, meeting analysis tools, and event sources to detect new meeting analysis and start lead appointment processing.
Create CRM appointment from AI meeting analysis for leads
Automatically monitor new meeting analysis across Spiky.ai and CRM data sources. Create and update when external participants appear or organizer emails mapβso you can schedule appointments, link leads, and assign owners without manual data entry.
How this automation creates CRM appointments your team can trust
When a new meeting analysis includes external participants, delays can break lead follow up. This automation filters qualifying analyses, finds leads and organizers, and creates the CRM appointmentβso your team can log meetings instantly.
Spiky.aior swap with your favorite app
2.Continues only for external participants
Integrate Filter by Zapier, meeting participant checks, and data conditions to filter by presence flag and continue only for external participants.
Filter by Zapieror swap with your favorite app
3.Builds CRM email search string
Integrate Code by Zapier, participant parsing, and CRM lookup filters to build an email search filter and find matching lead emails.
Code by Zapieror swap with your favorite app
4.Finds the newest matching lead
Integrate Microsoft Dynamics 365 CRM, lead lookup, and CRM search to find a lead and return the newest matching lead ID.
Microsoft Dynamics 365 CRMor swap with your favorite app
5.Finds organizer system user
Integrate Microsoft Dynamics 365 CRM, system user search, and identity mapping to find the organizer user ID from their email.
6.Creates the appointment
Integrate Microsoft Dynamics 365 CRM, appointment records, and meeting details to create an appointment with lead linkage and owner assignment.
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