Smart Meeting Scheduler with CRM Sync
Created by
ElasticFlow Team
Verified Creator
Last update
Setup time
10 minutes
What You Get
Eliminate back-and-forth email scheduling
Automatic CRM activity logging
Meeting prep notifications with context
Integrations Used
Smart Meeting Scheduler with CRM Sync
Automatically schedule meetings, send calendar invites, and log activity to CRM with meeting notes.
The Problem
What you're dealing with
Manual meeting scheduling takes hours
Manual CRM activity logging
Difficult to gather meeting context for prep
Manual post-meeting follow-ups
The Solution
How we fix it
Automatic meeting scheduling
Automatic CRM activity logging
Prep reminders with deal context
Automatic post-meeting follow-ups
Smart Meeting Scheduler with CRM Sync
Automatically schedule meetings, send calendar invites, and log activity to CRM with meeting notes.
What You'll Get
Eliminate back-and-forth email scheduling
Automatic CRM activity logging
Meeting prep notifications with context
Post-meeting follow-up automation
Customize to Your Needs
This workflow is fully customizable to match your specific business needs:
Add or remove integrations - Connect any tools from our marketplace to extend functionality
Adjust logic and conditions - Modify triggers, filters, and branching logic to fit your processes
Map custom fields - Define how data flows between your tools with our visual field mapper
Set up notifications - Get alerts when workflows complete, fail, or need attention
How to Set Up
Get started in 10 minutes with these simple steps
Connect Calendly
CalendlyLink your scheduling tool and define meeting types
Set Up Zoom Integration
ZoomAutomatically generate meeting links for each scheduled call
Configure HubSpot Sync
HubSpotMap meeting types to CRM activities and set up automatic logging
Create Notification Rules
SlackSet up prep reminders with deal info and follow-up task creation
Need Help or Want to Customize This?
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