maya_ppc MA

Pulling newly booked meetings out of the CRM automatically

Sales wants every new demo booking pushed into our own reporting sheet with the contact, time and lead source. Is the meetings API the way to do this, or is a workflow plus webhook easier for someone who isn't a developer?
booked meetings api
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nikhilmarketing Oct 16, 2026
maya_ppc
Which CRM, and where do you want them to end up? Most of the big ones either have a meeting booked trigger in their own workflows or expose one to Zapier or Make, so you can push each new meeting into a sheet or a Slack channel. Watch out for reschedules. In some setups a moved meeting comes through as a brand new one, so you get duplicates unless you match on the meeting ID.
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