Automate meetings booked --> CRM
Hi all, I've been running a cold email outreach campaign and its quite succesfull i'd say on the scale that i do the outreach. 10+ appointments booked in less than a week! So very happy about that, but struggling with managing the leads that booked a meeting and updating the CRM. I spent some time working through it last week, and here’s a simple way I solved it for less than $10/m: I made a scenario on make.com to automate this so i wont have to do this manually anymore. It does the following: - Triggers when a meeting gets booked. - It searches inside my CRM for the email that is used. - If the email exists, it will update the Cliënt data. - Otherwise it will send me a email notification that i have a new lead that i have to look into. - And will also create a new cliënt withing the CRM based on the information thats filled in at Calendly. All i have to do now is check the CRM if the email doesn't exist. Hope this helps you 🙏