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Meeting Booked - to Newsletter and CRM

This workflow is designed to automate meeting appointment management. Whenever a new appointment is created, the system will split the participant information and synchronize it to Google Sheets for easier management and analysis. At the same time, participants will be automatically added to the Beehiiv newsletter subscription list to ensure that clients receive the latest updates. Additionally, Telegram will provide real-time notifications of new appointments, enhancing the team's response speed and collaboration efficiency, effectively addressing issues of information dispersion and manual data entry.

Workflow Diagram
Meeting Booked - to Newsletter and CRM Workflow diagram

Workflow Name

Meeting Booked - to Newsletter and CRM

Key Features and Highlights

This workflow automatically splits and syncs all attendee information to Google Sheets whenever a new meeting booking is created, facilitating subsequent management and analysis. Simultaneously, it adds attendees to the Beehiiv newsletter subscription list to ensure clients receive the latest updates promptly. Coupled with Telegram private channel notifications, it provides real-time alerts to the team about new bookings, enhancing response speed and team collaboration efficiency.

Core Problems Addressed

  • Resolves the issue of dispersed and hard-to-manage meeting booking information
  • Automatically syncs client data to CRM spreadsheets, avoiding manual entry errors and omissions
  • Automatically adds meeting participants as newsletter subscribers, promoting customer relationship management and marketing
  • Reduces information transmission delays through instant notifications, improving the team’s follow-up efficiency on new bookings

Use Cases

  • Corporate Client Management: Automatically record and manage booked meeting client information
  • Marketing Teams: Expand newsletter subscriber base through automated subscription mechanisms
  • Sales Teams: Quickly receive notifications of new client bookings for timely follow-up
  • Any organization needing to synchronize meeting booking data with CRM and marketing platforms

Main Workflow Steps

  1. [on New Booking] node listens for new meeting booking events on the Cal.com platform
  2. [Split Attendees] separates multiple attendees in a meeting into individual entries
  3. [set data] configures parameters such as API keys, Telegram chat ID, and Beehiiv publication ID
  4. [Set Attendee] organizes each attendee’s name, email, and timezone information
  5. [Add users] appends attendee information to Google Sheets, achieving CRM data synchronization
  6. [Add subscriber] adds attendee emails to the specified newsletter subscription list via the Beehiiv API
  7. [notify in channel] sends new booking notifications to a designated private Telegram channel via a bot

Involved Systems or Services

  • Cal.com: Meeting booking trigger source
  • Google Sheets: Storage and management of client booking data
  • Beehiiv: Newsletter subscription management
  • Telegram: Real-time notification channel

Target Users and Value

  • Suitable for sales, marketing, and client management teams requiring efficient management of meeting client information
  • Ideal for enterprises seeking to seamlessly connect meeting bookings, client management, and marketing communications through automation
  • Enhances client data processing efficiency, reduces manual operations, and minimizes error risks
  • Ensures timely team responses to client bookings via automated notifications, improving customer experience and conversion rates