- Meeting Automation
- AI Meeting Management
- Automated CRM meetings
Using AI: create and update meeting records in a crm system for scheduled meetings
Automate the creation, updating, and synchronization of scheduled meeting records across your CRM and collaboration tools without manual data entry. By leveraging AI-driven transcription, smart notifications, and workflow triggers, teams can instantly log recordings, action items, and follow-up tasks, ensuring no insights are lost and all stakeholders stay aligned. This streamlines lead capture, improves data accuracy, and accelerates follow-up so you can focus on relationship building instead of administrative work.
Filter by common apps:
Fathom
Airtable
Salesforce
AI by Zapier
Slack
Formatter by Zapier
Todoist
Filter by Zapier
Notion
Email by Zapier
LeadConnector
tl;dv
Pipedrive
HubSpot
Webhooks by Zapier
ChatGPT (OpenAI)
Bitrix24 CRM
- Update Airtable record with new Fathom meeting recording URL and invitees email
- Categorize sales meeting types in Salesforce, analyze call details, and update records
Categorize sales meeting types in Salesforce, analyze call details, and update records
- Send new meeting action items to Slack, format dates, and create tasks in Todoist
Send new meeting action items to Slack, format dates, and create tasks in Todoist
- Upload and organize meeting recordings in Notion from Fathom, filter by title, and format details
Upload and organize meeting recordings in Notion from Fathom, filter by title, and format details
- Add new meeting recording link to Airtable when Fathom captures a recording
Add new meeting recording link to Airtable when Fathom captures a recording
- Notify the team, and update the opportunity in LeadConnector when a new Fathom recording is created
Notify the team, and update the opportunity in LeadConnector when a new Fathom recording is created
- Sync new meeting recordings with Pipedrive activities and update with notes and participant details
Sync new meeting recordings with Pipedrive activities and update with notes and participant details
- Create engagement in HubSpot, and trigger data ingestion with webhooks when new transcript arrives from Fathom
Create engagement in HubSpot, and trigger data ingestion with webhooks when new transcript arrives from Fathom
- Generate meeting summary from Fathom transcript, and update Bitrix24 CRM with details
Generate meeting summary from Fathom transcript, and update Bitrix24 CRM with details