Label meetings held and move the lead to Opportunities

When a Cal.com or Calendly meeting is completed, Master Inbox replaces the Meeting booked label with Meeting held and moves the lead to the Opportunities list.

Meetings

Cal.com

CalendlySales leaderSDR managerTeam plan

When

Meeting CompletedFrom Cal.com or Calendly

Then

Replace labelsMeeting held

And

Move to listOpportunities

Why teams run it

Leaders can tell meetings that happened from meetings that were only booked.

Set it up in Master Inbox

In Master Inbox, open Settings, then Workflows, and click Add a workflow.
Name it Label meetings held and move the lead to Opportunities.
Set the trigger to Meeting Completed and choose From Cal.com or Calendly.
Add the action Replace labels: Meeting held.
Add the action Move to list: Opportunities.
Save the workflow and switch it to Active.

Before you start, connect Cal.com or Calendly under Settings, Integrations.

Or create it with the API

Everything in the workflow builder is also in the Master Inbox API. This request creates the same workflow. Replace the example ids with your own label, list and campaign ids from GET /workflows/filter-fields.

curl -X POST https://api.masterinbox.com/api/api-webhook/v1/api/workflows/create-workflow \
  -H "Authorization: Bearer $MASTER_INBOX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Label meetings held and move the lead to Opportunities",
  "trigger_type": "meeting_completed",
  "trigger_config": {},
  "action_configs": [
    {
      "action_type": "update_labels",
      "label_ids": [
        176480
      ]
    },
    {
      "action_type": "move_to_list",
      "inbox_type_id": 52311
    }
  ]
}'

Full reference: workflow API guide and API docs.

Or ask Claude, ChatGPT or Grok to build it

Our workflow guide is written for AI agents to read. Give your assistant your API key and this prompt:

Read https://app.masterinbox.com/public-workflow-api.md and use my Master Inbox API key to create this workflow: "Label meetings held and move the lead to Opportunities". First call GET /workflows/filter-fields and look up my label, list and channel ids, then create the workflow and tell me what you set up.

Questions

Can I sync this to my CRM?

Yes. Add Sync to HubSpot, or a webhook for other CRMs, to the same workflow.

What about meetings that did not happen?

Those fire Meeting No-show instead, so they never get the Meeting held label.

Can I build this workflow through the API?

Yes. Send the create-workflow request shown on this page with your Master Inbox API key. The API checks the payload first and lists every problem by field if anything is off.

Which plan includes this?

This workflow works on the Team plan. Every plan has unlimited users and starts with a free 7-day POC.