6d ago (edited) in General 🌎
Automate updating Sales-CRM
Hi all—I've been 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.
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 and set status to "Meeting Booked".
  • 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 🙏
1
4 comments
Matthijs Boon
1
Automate updating Sales-CRM
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