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Ready-made templates with Meets

Pre-configured flows with Meets, ready to activate in a few clicks.

Conta Azul
Meets

For each created opportunity on Meets, create/update a customer on Conta Azul

Automate
Meets
Webflow

For each refunded order on Webflow, register an opportunity on Meets

Automate
Meets
PagBank

For each declined payment on PagBank, register an opportunity on Meets

Automate
Meets
Squarespace

For each delivered order on Squarespace, register an opportunity on Meets

Automate
Twilio
Meets

For each conquered opportunity on Meets, send an SMS via Twilio

Automate
See all templates with Meets

All automations with Meets

Trusted by over 10.000 amazing companies

🏆 Top 3 use cases

How do companies use Meets?

Popular, smart ways to use Meets every day

  • Every change in the CRM (status, tag, stage) is replicated to marketing tools, spreadsheets and dashboards in real time. Every team works from the same up-to-date information.

  • Every time a lead arrives through a channel (an ad, a form, a landing page and so on), it is registered automatically in the CRM with its source data. The sales team works from a single, always current database.

  • When a deal is marked as won in the CRM, a notification is sent to the channels and tools involved (team chat, targets spreadsheet, finance), so the result reaches everyone at once and the next teams can move.

Possibilities with Meets on Pluga

Triggers and Actions of Meets

The trigger is the event that starts the flow with Meets, while the action is the task Pluga performs automatically on that app.

Trigger
Meets

Won opportunity

For each conquered opportunity on Meets

Opportunity ID

Opportunity status

Opportunity registration date

Description of the opportunity

Opportunity stage ID

Opportunity stage

Opportunity Pipeline ID

Opportunity pipeline

User ID responsible for the opportunity

Name of the user responsible for the opportunity

Reason for missing the opportunity

Opportunity loss reason ID

Total amount

Customer ID

Customer's area of activity

Customer origin

Address neighborhood

Customer cell phone

Address: Zip Code

Address: City

Customer name

Company CNPJ

Customer CPF

Customer email

Customer phone

Customer Address

Address: Number

Full address

Kind of person

Address: UF

Trigger
Meets

Created opportunity

For each created opportunity on Meets

ID

Opportunity status

Opportunity registration date

Description of the opportunity

Opportunity stage ID

Opportunity stage

Opportunity Pipeline ID

Opportunity pipeline

User ID responsible for the opportunity

RESPONSIBLE USER

Reason for missing the opportunity

Opportunity loss reason ID

Total amount

Customer ID

Customer's area of activity

Customer origin

Address neighborhood

Customer cell phone

Address: Zip Code

Address: City

Customer name

Company CNPJ

Customer CPF

Customer email

Customer phone

Customer Address

Address: Number

Full address

Kind of person

Address: UF

Trigger
Meets

Opportunity reaches stage in the sales pipeline

When an opportunity reaches a certain funnel stage on Meets

ID

Opportunity status

Opportunity registration date

Description of the opportunity

Opportunity stage

Opportunity Pipeline ID

Opportunity pipeline

User ID responsible for the opportunity

Name of the user responsible for the opportunity

Reason for missing the opportunity

Opportunity loss reason ID

Total amount

Customer ID

Customer's area of activity

Customer origin

Address neighborhood

Customer cell phone

Address: Zip Code

Address: City

Customer name

Company CNPJ

Customer CPF

Customer email

Customer phone

Customer Address

Address: Number

Full address

Kind of person

Address: UF

Trigger
Meets

Lost opportunity

For each lost opportunity on Meets

ID

Opportunity status

Opportunity registration date

Description of the opportunity

Opportunity stage ID

Opportunity stage

Opportunity Pipeline ID

Opportunity pipeline

User ID responsible for the opportunity

Name of the user responsible for the opportunity

Reason for missing the opportunity

Opportunity loss reason ID

Total amount

Customer ID

Customer's area of activity

Customer origin

Address neighborhood

Customer cell phone

Address: Zip Code

Address: City

Customer name

Company CNPJ

Customer CPF

Customer email

Customer phone

Customer Address

Address: Number

Full address

Kind of person

Address: UF

Meets

Add or update opportunity

register an opportunity on Meets

How it works:

Whenever something happens on the source app

1. An deal will be added/updated on Meets

2. A person associated with this deal will be created/updated on Meets

All happening in a single automation! ✨

Action
Meets

Add or update opportunity

register an opportunity on Meets

Opportunity Title Required

Opportunity Tag/Status

Responsible Required

Amount

Products/Services

Name/Corporate Name

Kind of person Required

CPF

CNPJ

Cell phone

Email

Telephone

Occupation area

Origin selection mode

Origin

Origin

City

State

How it works

How to integrate with Meets

1. Trigger Meets Won opportunity, Opportunity reaches stage in the sales pipeline, Lost opportunity, Created opportunity
2. Action Target app Perform an action…
1. Trigger Source app When something happens…
2. Action Meets Add or update opportunity
How to use Meets on Pluga

Boost Meets in your workflow

With Pluga, you connect Meets to one (or more!) apps to build anything from the simplest integration to the most advanced flows, with several layers of logic.

  • Basic 1

    Pick the source app and the trigger

    Choose which app starts the automation and which event works as the trigger. For example, "For each conquered opportunity on Meets".

  • Basic 2

    Set the destinations and the actions

    Select the apps that make up the flow with Meets and what Pluga should run automatically at each step.

  • Basic 3

    Map the information

    Point out, visually, which data from the source app should fill in each field of the destination action.

  • Intermediate

    Only move forward when it makes sense

    Set "AND" or "OR" conditions so the automation only runs in the cases that matter

  • Intermediate

    Pause the flow for as long as you need

    Set the automation to wait minutes, hours or days and resume the next action on its own

    Explore
  • Intermediate

    Standardize data across apps

    Adjust dates, numbers and characters to the format the next app expects to receive

    Explore
  • Advanced

    Send data in several directions

    Route each piece of data down the right path within a single flow, according to specific conditions

    Explore
  • Advanced

    Add a code block

    Run JavaScript or Python in the middle of the automation to transform data before the next step

    Explore
  • Advanced

    Create loops

    Take lists of items, go through each row and run the same action for every one of them

    Explore
  • Advanced

    Use generative AI

    Send data to an AI assistant or agent and use the response in the next step

    Explore
  • Advanced

    Connect to (almost) any app

    Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga

    Explore
  • Advanced

    Requests to external APIs

    Query or send data to any external API inside your automation

    Explore
Meets

Meets

CRM

Connect Meets to 133+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.

See more integrations with CRM Visit Meets

Frequently Asked Questions

Everything you need to know to get started with Meets on Pluga.

  • With Pluga, you can connect the app Meets with over 133 other software platforms and automate various business processes and tasks. Just follow these steps:


    • 1. Log in or sign up (for free) at Pluga and click on “Create Automation”;
    • 2. Select the source app and trigger;
    • 3. Connect the app;
    • 4. Select the destination app and action;
    • 5. Connect the app account;
    • 6. Make the necessary adjustments, specifying which data will be sent from one app to another.

  • At Pluga, you can create up to 3 automations with the free plan. Additionally, you have the option to try all features for 7 days at no cost to create automations between Meets and other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check out Pluga's pricing page for more details.

  • The number of automations between Meets and other apps on Pluga will depend on the chosen plan.

  • No. Pluga is an intuitive platform that allows the creation of automations between Meets and other apps without any technical knowledge required.

  • Automating Meets with other apps allows you to boost various activities (such as marketing, sales, customer service, and internal communication) and eliminate potential human errors.

  • No, Pluga is not affiliated with or created by Meets. Generally, Pluga accesses the documentation provided by Meets and independently develops the available integrations. Any mentions of Pluga on the Meets website are strictly voluntary collaborations. Pluga remains solely responsible for the maintenance and support of its automation services.