Automate meetings booked --> CRM

23d ago (edited) in General 🌎

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 🙏

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