Who should use the Automate CRM Updates from Meeting Data workflow?
Teams or solo builders working on marketing tasks who want a repeatable process instead of one-off tool experiments.
Execution Map
2-step pipeline — follow each step in order
1Setup · Step 1 of 2
Open task pageCapture Meeting Data for CRM Input
Use MeetBrain to record, transcribe, and extract important details from sales or client meetings. This step gathers all relevant data that will later be pushed into your CRM, such as contact updates, deal progress, and next steps.
Why this matters
Capturing clean, structured data from meetings is essential for accurate CRM updates; without this step, the automation would lack reliable input.
What you get
Meeting data is transcribed and key information is extracted, ready for automated CRM insertion.
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2Deliver · Step 2 of 2
Open task pagePush Meeting Insights to CRM
Use TLDV to automatically map extracted meeting data to the appropriate CRM fields and update records. This step finalizes the automation by syncing action items, contact details, and deal updates without manual effort.
Why this matters
This core step executes the actual CRM update using the captured data, ensuring that all meeting outcomes are reflected in your CRM system.
What you get
CRM records are updated with meeting insights, including new contacts, updated deal stages, and logged action items.
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