- 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
Formatter by Zapier
Salesforce
Typeform
Slack
Close
HubSpot
Filter by Zapier
Notion
Redtail CRM
Webhooks by Zapier
Cal.com
Attio
Chili Piper
Krisp
Zapier Tables
Fireflies.ai
- Create task in Salesforce from new Calendly invitee details
- Notify sales team in Slack, and create or update lead in Close from Typeform submission
Notify sales team in Slack, and create or update lead in Close from Typeform submission
- Create new database entry in Notion for HubSpot meeting engagements
Create new database entry in Notion for HubSpot meeting engagements
- Create meetings in Calendly from new activities in Redtail CRM
Create meetings in Calendly from new activities in Redtail CRM
- 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
- Capture and update contact records in Attio from new Cal.com bookings
Capture and update contact records in Attio from new Cal.com bookings
- Create or update contact in HubSpot from new meeting in Chili Piper
Create or update contact in HubSpot from new meeting in Chili Piper
- Generate action items from Krisp, find records in Zapier Tables, and update them
Generate action items from Krisp, find records in Zapier Tables, and update them
- 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