1.Monitors new meeting ended
Integrate Read AI to detect a meeting ending signal and start the CRM data entry workflow.
Update CRM deals and contact notes from meetings
Automatically extract meeting participants and summaries across Read AI and Brevo. Create and update CRM notes, move deal stages, and log sales-call events when qualifying meetings endβso you can keep contact records accurate without manual data entry.
How this automation keeps CRM notes and deal stages current
When a meeting ends and details sit in transcripts, manual CRM entry delays follow-up. This automation reads meeting outputs and writes CRM notes, updates deal stages, and logs sales-call eventsβso your team can act fast.
Read AIor swap with your favorite app
2.Filters for qualifying meeting types
Integrate Filter by Zapier and meeting type rules to continue only for configured meeting types.
Filter by Zapieror swap with your favorite app
3.Formats participant and summary fields
Integrate Formatter by Zapier and text formatting tools to extract emails, duration, and cleaned summaries.
Formatter by Zapieror swap with your favorite app
4.Iterates each participant email
Integrate Looping by Zapier and looping utilities to process each email for contact lookup.
Looping by Zapieror swap with your favorite app
5.Finds contact and associated deals
Integrate Brevo and CRM lookup tools to find contacts by email and query deals by pipeline and stage.
Brevoor swap with your favorite app
6.Adds contact attributes and creates notes
Integrate Brevo and CRM notes to add or update contact attributes and create a CRM note from the summary.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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