1.Detect new meeting recording
Integrate tl;dv and meeting capture tools to detect completed meeting recordings and extract recording URL and summary.
Update CRM activity with meeting notes and mark complete
Automatically monitor new meeting recordings across tl;dv and Google Calendar to update CRM activities in Pipedrive. Create and update when meeting notes arrive and events match or qualifyβso you can append recording links, enrich activity notes, and mark status done without manual follow-up.
How this automation updates your CRM activity status
When meeting recordings and notes stay unlogged, reps lose context and deals stall. This automation finds the matching calendar event and CRM activity, appends the recording link and summary, and marks the activity doneβso your team sees completion instantly.
tl;dvor swap with your favorite app
2.Find matching calendar event
Integrate Google Calendar and calendar search tools to find an event by meeting title and time window.
Google Calendaror swap with your favorite app
3.Filter for qualifying meetings
Integrate Filter by Zapier and workflow logic to continue only when the event is non-internal and non-recurring.
Filter by Zapieror swap with your favorite app
4.Update CRM activity as done
Integrate Pipedrive and CRM activity management tools to update the matched activity notes and set status to done.
Pipedriveor swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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