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Create Deals From Booked Meetings

Create Deals From Booked Meetings

Automatically create a deal when you book a meeting with a prospect.

Booked a meeting? Strike while the iron’s hot by turning that high-intent lead into a deal.

This workflow automates the creation of a new deal linked to the prospect, ensuring you leverage their engagement, track interactions, and keep the deal moving.

Actions this workflow can automate:
  • Create deal
  • Update deal
  • Link contact to deals

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