> 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-trigger-the-lead-scheduled-a-meeting.md).

# CRM - Automations in CRM with the Trigger "The lead scheduled a meeting"

<figure><img src="/files/b6206de327f27ee7130ac83905a052e9006d5bad" alt=""><figcaption></figcaption></figure>

When the lead, who is in the automation stage, schedules a meeting, you can automatically trigger the automation based on the trigger;

Access the **CRM**, and click on **Automations**;

<figure><img src="/files/e6c07991e1e0db668d3fbd46a5b8df827ecb20ef" alt=""><figcaption></figcaption></figure>

Set the **title** and the **trigger**, which, in this case, will be '*The lead schedules a meeting*'.

<figure><img src="/files/b6e1e6bc22fa15fd2abd4b8e10d3e76341f0e9cd" alt=""><figcaption></figcaption></figure>

Set the settings; Choose the **calendar** on which the lead's meeting will be scheduled to start the automation.

<figure><img src="/files/357f7046160a20b68a9062c7570b648cbc04dc3e" alt=""><figcaption></figcaption></figure>

Determine the **Action**, that is, what you want the CRM to do when the condition is met.

In the example, we will use '**Send WhatsApp to the lead**'. When a lead, who **is in the CRM stage** for which the automation was created, and schedules a meeting, a message will be automatically sent to your WhatsApp.

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

'**Send an email to the lead**': You can send an email to the lead, with the content you wish.

<figure><img src="/files/3a4246fd6a96a76b8e55eae9b276aa51e5c5ffcd" alt=""><figcaption></figcaption></figure>

Set up the sender account for sending the message, customize the message content as you prefer, and then click 'Save'.

<figure><img src="/files/f0cf71feacbff4a182f6798c0de6d0053071b697" 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="/files/370992be61e9af78487af86388460dd3d98799db" alt=""><figcaption></figcaption></figure>


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