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 🙏