Sync MeetGeek meeting insights to HubSpot with enriched contact data and follow-ups
Sync MeetGeek meeting insights to HubSpot with enriched contact data and follow-ups
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Apps used in template
About
Automatically enrich contact and company information, sync it to HubSpot, and generate AI-powered follow-up tasks—all based on your MeetGeek meeting data.
This Make template uses MeetGeek, OpenAI, and HubSpot to streamline post-meeting sales workflows. It starts by pulling meeting participant emails and uses a Make AI agent to enrich contact and company details via Apollo and web search. The AI then returns clean JSON to create or update records in HubSpot (contacts, companies, and deals).
You can also pass the meeting transcript to OpenAI to determine whether a follow-up is needed. If so, the workflow will auto-create a task with a recommended summary and assign it to the right person—based on email matching, fallback logic, or manual mapping.
🔧 Apps used: MeetGeek, OpenAI, HubSpot ⚙️ Key features: contact enrichment, CRM syncing, intelligent follow-up task generation
This template was created by MeetGeek. 💬 For support, reach out to [email protected]. 🎥 Watch this video to learn how to set it up: https://youtu.be/BVSyOXUBrD8?si=aVbDHpRPtDVuXLIQ&t=1935
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Adds records to selected list.
Adds a contact to a specific workflow.
Adds files to a specified vector store or, if not specified, creates a new vector store based on the configuration.
Analyzes images according to specified instructions.
Cancels an "in-progress" batch. The batch will be in status "cancelling" for up to 10 minutes, before changing to "cancelled", where it will have partial results (if any) available in the output file.
Creates a call with the given properties and returns a copy of the object, including the ID.
Creates a communication with the given properties and returns a copy of the object, including the ID.
Creates a company with the given properties and returns a copy of the object, including the ID.
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