Automate Meeting Follow-ups: Newsletter & CRM Integration
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Effortlessly capture new meeting attendees, enrich your CRM, and grow your newsletter list with this automated workflow. Never miss a lead from your scheduled calls.
About This Workflow
This n8n workflow is designed to streamline your post-meeting engagement. When a new meeting is booked via Cal, it automatically extracts attendee information. This data is then used to update your Google Sheets CRM, ensuring all your meeting participants are logged. Simultaneously, attendees are added to your Beehiiv newsletter subscription list, allowing for seamless lead nurturing and audience growth. Finally, a notification is sent to a designated Telegram channel, keeping your team informed of every new booking.
This template leverages the power of automation to ensure that every valuable connection made from a meeting translates into a nurtured lead and an expanded marketing reach.
Key Features
- Automated Attendee Capture: Triggered by new bookings on Cal.
- CRM Integration: Updates your Google Sheets with attendee details.
- Newsletter Growth: Automatically subscribes attendees to your Beehiiv newsletter.
- Real-time Notifications: Informs your team via Telegram about new bookings.
- Data Enrichment: Captures meeting title, attendee name, email, and timezone.
How To Use
- Connect your Cal account: Authenticate your Cal account to trigger the workflow on new bookings.
- Configure Google Sheets: Set up your Google Sheets credentials and specify the Document ID and Sheet Name where attendee data will be stored.
- Set up Beehiiv: Provide your Beehiiv publication ID and API key in the 'Set Data' node to enable newsletter subscriptions.
- Define Telegram Notification: Configure your Telegram credentials and specify the Chat ID to receive booking notifications.
- Map Fields: Ensure the 'Add users' node correctly maps the attendee and meeting details to your Google Sheet columns.
- Activate the Workflow: Enable the n8n workflow to start automating your meeting follow-ups.
Apps Used
Workflow JSON
{
"id": "f2609fff-1dfc-47e8-8133-62af430215a0",
"name": "Automate Meeting Follow-ups: Newsletter & CRM Integration",
"nodes": 24,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: f2609fff-1dfc...
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