What you can automate

When new Checkin Questionnaire in immedio Meetings, find or create contact in Salesflare.

When new Followup Email in immedio Meetings, find or create contact in Salesflare.

When new Form Node Answer in immedio Meetings, find or create contact in Salesflare.

When new Questionnaire in immedio Meetings, find or create contact in Salesflare.

When new Notify Company Info in immedio Meetings, find or create account in Salesflare.

When new Notify Customer Info in immedio Meetings, find or create account, then find or create contact, then add contact to account in Salesflare.

About immedio Meetings

immedio allows your prospects to book a meeting directly from the thanks page after they requested a brochure or demo in your website.

immedio Meetings operations on Zapier

Start a workflow when this happens

New AI SDR Qualify Passed — Triggers when an AI SDR flow passes a qualify node.
New Cancel — Trigger is when the cancellation is made.
New Checkin Questionnaire — Triggers when a new checkin questionnaire is answered.
New Followup Email — Triggers when a followup email is sent.
New Form Node Answer — Triggers when a new form node is answered.

Show 7 more triggers

New Need More Slots — Triggers when a new new need more slots is created.
New Notify Company Info — Triggers when a new notify company info is created.
New Notify Customer Info — Triggers when a new notify customer info is created.
New Questionnaire — Triggers when a new questionnaire is created.
New Request Phone Call — Triggers when a new request phone call is created.
New Reservation — Triggers when a new reservation is created.
New Survey — Triggers when a new survey is created.

immedio Meetings and Salesflare