Connect Meets with Airtable
Unlock the superpowers of Meets + Airtable and automate your tasks without having to write a single line of code.
Meets and Airtable
your way
Check out the available triggers and actions in the automation of apps Meets + Airtable
Won opportunity
For each conquered opportunity on MeetsTrigger
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
Created opportunity
For each created opportunity on MeetsTrigger
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
Opportunity reaches stage in the sales pipeline
When an opportunity reaches a certain funnel stage on MeetsTrigger
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
New record
When a new record is added on AirtableTrigger
Id
Date and time of creation
Lost opportunity
For each lost opportunity on MeetsTrigger
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
Add or update opportunity
register an opportunity on MeetsAction
Opportunity Title Required
Opportunity Tag/Status
Responsible Required
Amount
Products/Services
Name/Corporate Name
Kind of person Required
CPF
CNPJ
Cell phone
Telephone
Occupation area
Origin
City
State
Create record
add a new record on AirtableAction
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Automate Meets and Airtable
with Pluga integrationsExplore automation templates
When a new record is added on Airtable, register an opportunity on Meets
EXPLOREFor each created opportunity on Meets, add a new record on Airtable
EXPLOREFor each lost opportunity on Meets, add a new record on Airtable
EXPLOREWhen an opportunity reaches a certain funnel stage on Meets, add a new record on Airtable
EXPLOREFor each conquered opportunity on Meets, add a new record on Airtable
EXPLOREMiss an automation with this apps?
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Automate Meets + Airtable
and say goodbye to manual (and tedious) tasks!
By connecting the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. Meets
CRMMeets is a CRM platform designed to simplify and streamline contact management. The app allows you to visualize your entire sales process, tracking the right activities to be performed.
Integrations with Meets Visit MeetsAirtable
ProjectAirtable is a data management and project organization app. With a highly intuitive interface, the platform allows users to create custom tables and data, manage information, list tasks, and plan activities.
Integrations with Airtable Visit Airtable