- 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:
Fireflies.ai
Notion
Calendly
Pipedrive
Slack
Close
Salesforce
Filter by Zapier
Zoom
Schedule by Zapier
Airtable
Looping by Zapier
Typeform
Google Drive
Formatter by Zapier
Cal.com
Attio
- Update Notion database with meeting notes and action items from Fireflies.ai transcripts
- Create lead in Pipedrive and notify team in Slack when new meeting is scheduled
Create lead in Pipedrive and notify team in Slack when new meeting is scheduled
- Notify team on Slack, create custom activity in Close, and update lead in Close when Calendly invitee schedules
Notify team on Slack, create custom activity in Close, and update lead in Close when Calendly invitee schedules
- Register new attendees in Zoom, and update Salesforce with meeting join URL
Register new attendees in Zoom, and update Salesforce with meeting join URL
- Gather upcoming meetings from Schedule by Zapier, find records in Airtable, and create items in Notion
Gather upcoming meetings from Schedule by Zapier, find records in Airtable, and create items in Notion
- Send meeting notes to Slack, and create task in Notion
Send meeting notes to Slack, and create task in Notion
- 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
- Extract meeting IDs from Google Drive files, and create or update entries in Notion
Extract meeting IDs from Google Drive files, and create or update entries in Notion
- Capture and update contact records in Attio from new Cal.com bookings
Capture and update contact records in Attio from new Cal.com bookings