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Automate lead meeting scheduling with Zoho CRM, Google Calendar & Gemini AI

Automatically schedules meetings for new Zoho CRM leads by checking calendar availability and sending AI-generated invitations.

workflowlead_generation
WeblineIndiaby WeblineIndiaon n8n
Nodes

23

Platform

n8n

Tech Stack
ZO
Zoho Crm
Google Calendar
Google Calendar
AI Agent
Gmail
Gmail
Google Gemini
Google Gemini
How It Works

When a new lead is created in Zoho CRM, this automation detects their timezone, checks the sales rep's Google Calendar availability, and generates conflict-free meeting slots. If slots are available, it creates a Zoom meeting and sends a personalized AI-generated email invitation to the lead.

1

Trigger on new Zoho CRM lead

Webhook activates when a new lead is created in Zoho CRM and fetches complete lead and owner details.

2

Detect lead timezone

Analyzes the lead's country and state information to determine their local timezone for accurate scheduling.

3

Check sales rep calendar availability

Retrieves the assigned sales rep's Google Calendar events to identify available time slots within working hours.

4

Generate conflict-free meeting slots

Creates valid meeting times based on working hours, meeting duration, buffer times, and existing calendar conflicts.

5
Attached Files
workflow.json

Create Zoom meeting

If available slots exist, authenticates with Zoom and creates a meeting for the earliest suitable time slot.

6

Send AI-generated invitation email

Uses Gemini AI to create a personalized HTML email invitation and sends it to the lead via Gmail.

7

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

Zoho CRMGoogle CalendarHttp RequestGmailLm Chat Google Gemini
  • Zoho CRM account with OAuth2 access
  • Google Calendar with OAuth2 credentials
  • Gmail account with API access
  • Zoom account with OAuth authentication
  • Google Gemini API key
  • n8n instance (cloud or self-hosted)

This automation has 2 configurable settings you'll customize during setup.