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;
Set the title and the trigger, which, in this case, will be 'The lead schedules a meeting'.
Set the settings; Choose the calendar on which the lead's meeting will be scheduled to start the automation.
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.
Set up the sender account for sending the message, customize the message content as you prefer, and then click 'Save'.
After saving your automation, click on the 'Play' icon to activate it.
