Create Deals From Booked Meetings: Free Workflow Template

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Templates

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

Workflows & Automations

Ready to put this workflow into action?

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Conversations

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Conversations

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End Sequence for Outdated Contacts

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Engage Prospects Who Open Your Email

Sean
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Sequences

Find the Right Contact

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Follow up on Deals Showing No Progress

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Follow Up On No-Show Meetings

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Generate an Opening Line from Professional Posts

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Generate Personalized Email

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Get Ahead of Renewals

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Pre-meeting insights

Get overview on meeting attendees

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Hit Form-Abandoners

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Hit Recently Funded Companies

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Identify Competitors

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Identify Pre-Construction Projects

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Patel

CEO,
Outer Realm

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Identify Who Your Target Company Sells To

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Instantly Hit New Inbounds

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Workflows & Automations

Keep Deal Next Steps Up-to-Date

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Know if a Company had Executive Changes

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Sequences

Re-Book Meeting No Shows

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Reach out to High-Value Signups

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Reach Website Visitors

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Reveal Company Pain Points

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Summarize Company News

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Summarize Contact’s Professional Background

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Summarize Product and Industry Insights

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Olona

Chief of GTM,
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Summarize Professional Posts

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Sync Contact & Account Stages

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Workflows & Automations

Sync Deal & Account Stages

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Sequences

Tailor Messaging to Role

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Sequences

Target Former Champions

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Sequences

Target High Intent Prospects

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Workflows & Automations

Target Inbound Demo Requests Using Conditional Logic

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Target Website Visitors Using Conditional Logic

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Sequences

The Quick Pitch Cold Calling Script

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Upsell When Users Hit a Limit

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Pre-meeting insights

View meeting history with this company

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Pre-meeting insights

View next steps from last meeting

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Sequences

VIPs & C-Suite Cold Calling Script

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Sequences

Win Customers From Competitors

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Winback Churned Customers

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Work Companies Researching Your Category

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Workflows & Automations

Work Leads Who Went Cold

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Workflows & Automations

Work New Leads at Target Accounts

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AI Research

Write an Email Based on Competitive Analysis

René
Cobar

Sr. Sales Development Manager,
Apollo

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How to Use AI Research to Accelerate Prospecting

How to Use Workflows to Automate Your Sales Process

Create Deals From Booked Meetings

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

Actions this workflow can automate:

Ready to put this workflow into action?

All templates

Ask Happy Customers for Referrals

Ask Happy Customers for Reviews

Assign as B2B or B2C

Assign as SaaS or non-SaaS

Automatically Hit No-Shows

Call When Email is Opened or Clicked

Congratulate on New Role

Congratulate Recently Promoted Contacts

Conversation Starter Cold Calling Script

Convert Inbound Leads

Create Deal When Contact Is Interested

Demo Call Scorecard

Discovery Call Scorecard

End Sequence for Outdated Contacts

Engage Prospects Who Open Your Email

SeanO’Brien

Engage Your Product's Users

Find the Right Contact

Follow up on Deals Showing No Progress

Follow Up On No-Show Meetings

Generate an Opening Line from Professional Posts

Generate Personalized Email

Get Ahead of Renewals

Get overview on meeting attendees

Hit Companies That Are Scaling

Hit Form-Abandoners

Hit New Hires

Hit Recently Funded Companies

Identify Competitors

Identify Pre-Construction Projects

DharaPatel

Identify Who Your Target Company Sells To

Instantly Hit New Inbounds

Keep Deal Next Steps Up-to-Date

Know if a Company had Executive Changes

Re-Book Meeting No Shows

Reach out to High-Value Signups

Reach Website Visitors

Replace Bounces With New Contacts

Reveal Company Pain Points

Spot Companies Hiring for Specific Roles

TasosNikolaou

Summarize Company News

Summarize Contact’s Professional Background

Summarize Product and Industry Insights

CarolOlona

Summarize Professional Posts

Sync Contact & Account Stages

Sync Deal & Account Stages

Tailor Messaging to Role

Target Former Champions

Target High Intent Prospects

Target Inbound Demo Requests Using Conditional Logic

Target Leads Based on Software or Products They Use

Target People Researching Your Category Using Conditional Logic

Target Website Visitors Using Conditional Logic

The Quick Pitch Cold Calling Script

Upsell When Users Hit a Limit

View meeting history with this company

View next steps from last meeting

VIPs & C-Suite Cold Calling Script

Win Customers From Competitors

Winback Churned Customers

Work Companies Researching Your Category

Work Leads Who Went Cold

Work New Leads at Target Accounts

Write an Email Based on Competitive Analysis

Sean
O’Brien

Dhara
Patel

Tasos
Nikolaou

Carol
Olona

René
Cobar