Automate updating Sales-CRM

26d ago (edited) in General 🌎

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 🙏

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