Meetings workflows
Act on every booking, reschedule and no-show: alert the account executive, update the CRM, stop the sequence and rebook the meeting. 17 recipes, each with the steps in the app and the API request to create it.
Stop the Instantly sequence when a meeting is booked
When a prospect books through Cal.com or Calendly, Master Inbox removes them from the Instantly campaign, labels the thread Meeting booked and moves...
MeetingsPause the Smartlead campaign when a lead books a meeting on Calendly
The moment a prospect books through Calendly or Cal.com, Master Inbox pauses them in the Smartlead campaign and labels the thread Meeting booked, so...
MeetingsRemove a lead from the EmailBison campaign after a Cal.com booking
When a prospect books on Cal.com or Calendly, Master Inbox removes them from the EmailBison campaign and moves the thread to the Meeting Booked
MeetingsTag the QuickMail lead Booked when a meeting is scheduled
When a prospect books through Cal.com or Calendly, Master Inbox sets a Booked tag on the QuickMail lead, so your QuickMail rules can stop the...
MeetingsLabel Meeting booked and move the lead to the Booked list automatically
When a prospect books, Master Inbox replaces the thread's labels with Meeting booked and moves it to the Booked list, so pipeline lists stay accurate...
MeetingsPost a Slack alert with the time and join link when a meeting is booked
Every Cal.com or Calendly booking posts to Slack with the prospect, company, meeting time and join link, so the team sees wins live and the AE knows...
MeetingsSend a Microsoft Teams message when a prospect books a meeting
When a prospect books through Cal.com or Calendly, Master Inbox posts the meeting time, join link and prospect to a Microsoft Teams
MeetingsEmail the account executive the thread when a meeting is booked
When an SDR's prospect books, Master Inbox emails the AE the meeting time, join link, the prospect's last reply and a link to the full thread, so the...
MeetingsRecover no-shows with a reminder and a Smartlead rebook campaign
When a meeting is marked no-show, Master Inbox labels the lead No-show, sets a reminder for tomorrow and adds them to a Smartlead rebook campaign, so...
MeetingsRebook no-shows with an Instantly subsequence
When a prospect misses the meeting, Master Inbox moves them into an Instantly no-show subsequence and adds a No-show label, so the rebook emails go...
MeetingsAlert the AE in Slack when a prospect no-shows the meeting
When a meeting is marked no-show, Master Inbox posts to Slack with the prospect and thread link and moves the lead to the No-show list, so someone...
MeetingsResume the Smartlead campaign when a prospect cancels the meeting
When a prospect cancels on Cal.com or Calendly, Master Inbox resumes them in the Smartlead campaign and swaps the Meeting booked label for Rebook, so...
MeetingsAlert the owner and set a rebook reminder when a meeting is cancelled
When a booked prospect cancels, Master Inbox posts to Slack and sets a reminder for two days later, so someone reaches out to rebook before the lead...
MeetingsNotify Slack and relabel the lead when a meeting is rescheduled
When a prospect moves the meeting, Master Inbox posts the new time and join link to Slack and adds a Rescheduled label, so nobody shows up at the old...
MeetingsLabel 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...
MeetingsStop AI follow-ups and the sequence when a rep books the meeting by phone
When a rep labels a thread Booked by phone, Master Inbox removes the Interested label the AI agent works from, removes the lead from the Smartlead...
MeetingsEnrich a lead's phone and email as soon as they book a meeting
When a prospect books, Master Inbox runs contact enrichment on your own provider accounts, so the AE has a phone number and verified email before the...
