- Meeting Automation
- Meeting Management
- Auto-sync meetings
Create and update meeting records in a crm system for scheduled meetings
Automatically capturing and syncing meeting records ensures your CRM always reflects the latest scheduled appointments without manual data entry. When a new meeting is booked, details such as contact information, event time, and status updates flow seamlessly into your management system. This automation keeps your sales pipeline organized, speeds up follow-up, and reduces the risk of human error.
Filter by common apps:
Calendly
Close
Slack
Cal.com
HubSpot
Fireflies.ai
Zoom
Google Sheets
Airtable
Chili Piper
Formatter by Zapier
Webhooks by Zapier
WhatsApp Notifications
Pipedrive
Appointlet
Kommo
Notion
MeetFox
Follow Up Boss
- Notify team on Slack, create custom activity in Close, and update lead in Close when Calendly invitee schedules
- Update contact info and meeting summaries in HubSpot from Cal.com and Fireflies.ai
Update contact info and meeting summaries in HubSpot from Cal.com and Fireflies.ai
- Log new Zoom meeting recordings in Google Sheets, and update Airtable records
Log new Zoom meeting recordings in Google Sheets, and update Airtable records
- Create or update contact in HubSpot from new meeting in Chili Piper, and format meeting details
Create or update contact in HubSpot from new meeting in Chili Piper, and format meeting details
- Notify team on WhatsApp about new meeting bookings, and manage lead info in Pipedrive
Notify team on WhatsApp about new meeting bookings, and manage lead info in Pipedrive
- Create new lead and contact in Kommo from Appointlet meeting scheduled
Create new lead and contact in Kommo from Appointlet meeting scheduled
- Update Notion database with meeting notes and action items from Fireflies.ai transcripts
Update Notion database with meeting notes and action items from Fireflies.ai transcripts
- Create and sync meeting records in management system from Calendly invitee events, format date, and send via webhook
Create and sync meeting records in management system from Calendly invitee events, format date, and send via webhook
- Notify team on messaging platform about new meetings, and update contact in Follow Up Boss
Notify team on messaging platform about new meetings, and update contact in Follow Up Boss