> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automations-in-crm-with-the-condition-does-the-lead-have-a-scheduled-meeting.md).

# CRM - Automations in CRM with the condition "Does the lead have a scheduled meeting?"

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FrzQOJLADLRU6kX9GrwFD%2Fcomposicao-isometrica-com-chatbot-no-laptop-pessoas-sorrisos-felizes_1284-63053.png?alt=media&amp;token=3b26c3ca-ff51-4527-9aeb-72aa0e9cb428" alt=""><figcaption></figcaption></figure>

The condition "The lead has scheduled a meeting" is essential for identifying high-quality leads and improving the sales team’s efficiency.

Go to the **CRM**, and click on **Automations**;

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FOIfwc72dGzjOrZPUFBiR%2Fimage.png?alt=media&amp;token=333e7681-ba21-4eb5-bfa5-4cc52e2bd6a2" alt=""><figcaption></figcaption></figure>

Define the **title** and the **condition**, which, in this case, will be '*Does the lead have a scheduled meeting?*'.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FGl6aBcUWthVwhDXYvMCL%2Fimage.png?alt=media&amp;token=033fbff2-b2a9-49e6-b936-0949dabe5439" alt=""><figcaption></figcaption></figure>

Define the **settings**;

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FUy48KRdg9APNTmzEZDh0%2Fimage.png?alt=media&amp;token=28fef467-2686-4933-9efd-4cb8b2c146ba" alt=""><figcaption></figcaption></figure>

Configure the **condition** that must be met for the **automation to be triggered**.&#x20;

Determine what you want the CRM to do when the condition is met.

In the example, we will use '**Send a notification to an employee**'. This will cause the employee to be alerted whenever the lead schedules a meeting.

*But you can define other conditions, such as:*

'**Create Task**': When a lead schedules a meeting, the CRM will automatically create a task related to that meeting and assign it to the sales representative responsible for handling that lead.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2Fe89hyFWV8tbmoKkO3TZH%2Fimage.png?alt=media&amp;token=98fe2b97-defd-4ff2-84c1-c90be1a686a6" alt=""><figcaption></figcaption></figure>

Define **who** the notification will be sent, and the **message** that will appear in the notification and click on **Save**;&#x20;

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FEfeU18d299HQd5m3ItfN%2Fimage.png?alt=media&amp;token=b57292e0-eb39-4944-9a6b-59fa06017c1a" alt=""><figcaption></figcaption></figure>

After saving your automation, click on the '<mark style="color:green;">**Play**</mark>' icon to activate it.&#x20;

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FovQ009sUZozZ8TKCLWH6%2Fimage.png?alt=media&amp;token=61db7af9-8c4a-4aa3-a1b8-ec74fd8ec62c" alt=""><figcaption></figcaption></figure>

<mark style="color:purple;">**See similar articles:**</mark>

{% content-ref url="/pages/4a1c7e56fdf5b057a091070b52862d8b0cbe813f" %}
[CRM](/en/topics/general/crm.md)
{% endcontent-ref %}


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