- Meeting Automation
- AI Meeting Management
- Auto-sync meeting contacts
Using AI: manage meeting registrants and their contact information in a crm system
This automation streamlines the process of capturing meeting registrants and syncing their information into your CRM system, ensuring all contacts and engagement records are up-to-date without manual effort. It automatically creates or updates contact records, logs meeting summaries, and notifies your team of new entries or insights via your chosen communication channels. By linking meeting platforms, transcription or AI summary tools, and CRM solutions, it eliminates data entry errors, speeds up follow-up workflows, and ensures no lead is overlooked.
Filter by common apps:
Read AI
Salesforce Essentials
Fathom
HubSpot
Google Calendar
Formatter by Zapier
ChatGPT (OpenAI)
Salesforce
Zoom
Brevo
Relevance AI
Slack
Krisp
AI by Zapier
Looping by Zapier
- Manage meeting attendees in Salesforce Essentials from Read AI meeting notes
- Automatically Create CRM Engagements with Fathom and HubSpot When New Meeting Recordings Are Available
Automatically Create CRM Engagements with Fathom and HubSpot When New Meeting Recordings Are Available
- Receive Insights on Meeting Attendees from Google Calendar Events with ChatGPT
Receive Insights on Meeting Attendees from Google Calendar Events with ChatGPT
- Capture Every Meeting: Automatically Create New Contacts in Salesforce from Fathom Recordings
Capture Every Meeting: Automatically Create New Contacts in Salesforce from Fathom Recordings
- Add new meeting registrants to contact list, notify AI agent, and alert team channel
Add new meeting registrants to contact list, notify AI agent, and alert team channel
- Generate meeting outlines, extract participant emails, and create or update contacts in HubSpot
Generate meeting outlines, extract participant emails, and create or update contacts in HubSpot
- Create or update CRM contacts, generate follow-up emails, and send Slack messages
Create or update CRM contacts, generate follow-up emails, and send Slack messages