Automatically schedules meetings for new Zoho CRM leads by checking calendar availability and sending AI-generated invitations.
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Create Zoom meeting
If available slots exist, authenticates with Zoom and creates a meeting for the earliest suitable time slot.
Send AI-generated invitation email
Uses Gemini AI to create a personalized HTML email invitation and sends it to the lead via Gmail.
Update CRM with meeting details
Logs all meeting information in Zoho CRM for visibility, or sends fallback email if no slots are available.
What You'll Need
This automation has 2 configurable settings you'll customize during setup.