Agile CRM automations — Meetings & Booking

Ready-made scenarios where Agile CRM works for you (meetings & booking): pick one — a copy appears in your account and runs on its own.

53 scenarios

Updated bookings in Acuity Scheduling — Deleting contacts in Agile CRM
New notifications in GitHub — Deleting contacts in Agile CRM
New members in Microsoft Teams — Updating deals in Agile CRM
Updated meetings in cal — Contacts in Agile CRM
New events in Google Calendar — Updating deals in Agile CRM
Deleted bookings in Acuity Scheduling — Contacts in Agile CRM
Updated meetings in cal — Updating contacts in Agile CRM
New invitees in calendly — Updating companies in Agile CRM
A new meeting creates a new record in your CRM
New invitees in calendly — Events in Agile CRM
People who book via Calendly land in Agile CRM
Book a meeting, land in the contact base
New bookings in Acuity Scheduling — Deals in Agile CRM
New bookings in Acuity Scheduling — Companies in Agile CRM
New notifications in SurveyMonkey — Contacts in Agile CRM
New notifications in SurveyMonkey — Deals in Agile CRM
A booking in Calendly — a deal in Agile CRM
New bookings in Acuity Scheduling — Updating deals in Agile CRM
Deleted bookings in Acuity Scheduling — Deleting contacts in Agile CRM
New meetings in ciscoWebex — Companies in Agile CRM
New notes in Affinity — Updating contacts in Agile CRM
New reviews in Google Business Profile — Deals in Agile CRM
No-show: attendees in calendly — Deals in Agile CRM
Deleted bookings in Acuity Scheduling — Campaigns in Agile CRM
Updated bookings in Acuity Scheduling — Companies in Agile CRM
New transcriptions in twilio — Deals in Agile CRM
Updated customers in Chargebee — Deals in Agile CRM
Updated bookings in Acuity Scheduling — Updating deals in Agile CRM
Booked in Calendly — saved into Agile CRM
Eventbrite attendees become contacts in Agile CRM
New meeting recaps in calendly — Contacts in Agile CRM
Deleted bookings in Acuity Scheduling — Updating deals in Agile CRM
Updated bookings in Acuity Scheduling — Contacts in Agile CRM
New events in bubble — Companies in Agile CRM
New bookings in freshworksCrm — Contacts in Agile CRM
New bookings in Acuity Scheduling — Deals in Agile CRM — variant 2
New meetings in zoom — Updating deals in Agile CRM
New contacts in Agile CRM — Meetings in Zoom
New events in bubble — Updating companies in Agile CRM
Updated invoices in quickbooks — Contacts in Agile CRM
New meetings in zoom — Deals in Agile CRM
New meeting summaries in zoom — Contacts in Agile CRM — variant 2
Updated contacts in Agile CRM — Events in Google Calendar
New bookings in Acuity Scheduling — Contacts in Agile CRM
New contacts in Agile CRM — Events in Google Calendar
New contacts in Agile CRM — Bookings in freshworksCrm
New audio transcripts in zoom — Contacts in Agile CRM
New bookings in Acuity Scheduling — Contacts in Agile CRM — variant 4
Rescheduled Acuity Scheduling bookings as updates in Agile CRM
A booked meeting — a CRM task and a reminder
calendly events become records in Agile CRM
Missed-call recovery and customer booking — automatically
Meeting recording → tasks, a client email and an updated CRM record