> 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-schedules-a-meeting.md).

# CRM - Automations in CRM with the trigger "The lead schedules a meeting"

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2Fj6SBgZFz8DnYJf2tC7UL%2Fimage.png?alt=media&amp;token=b10c3c40-cd32-48f1-9a0a-3d602728971a" alt=""><figcaption></figcaption></figure>

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

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%2FDQ5ThZp0boIQG4GEEtdi%2Fimage.png?alt=media&amp;token=f2dfd0b2-3fae-4342-af13-89cfa913ebf5" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FsmP0nTpBqHQiFUa0d8Qe%2Fimage.png?alt=media&amp;token=a07a42f4-a90a-4166-89d3-b961a900d773" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FUJH6oLaxyy1xvPMaU6Eo%2Fimage.png?alt=media&amp;token=4f0ee51e-2591-4f4b-9df5-392dedc67961" 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 schedule a meeting, a message will automatically be sent to your WhatsApp.

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

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

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FQNzeHNFAfCfuz3g8B7kj%2Fimage.png?alt=media&amp;token=a703339f-57f5-40d4-980e-363aa8606860" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FTXlJi5dkQ2HQMrb6HSfM%2Fimage.png?alt=media&amp;token=746e24e5-13d2-455a-8b93-a4ec70fc60c4" 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%2FZkmhD1vSarKG3jzV4jN1%2Fimage.png?alt=media&amp;token=f91e733e-04b3-4ff1-9419-976360cb9b00" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automations-in-crm-with-the-trigger-the-lead-schedules-a-meeting.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
