Automations can be used to send deal insights data to various apps. This article provides instructions on how to send deal insights data to any other app using Automations and Zapier.
Requirements
Your account must have access to Automations
For this example, you'll need a Zapier account, but you can use other platforms such as N8N or even just use Webhooks and handle the data internally.
Use Case
"We want to store specific data we extract from calls in a spreadsheet when the call end"
For this case, we'll use:
Meeting Finished Trigger
Send Webhook Action
Zapier
Video Tutorial
Step by Step
Begin by creating a new automation and ensure that you’re utilizing the Meeting Finished event and the Webhook Action.
2. Configure the Webhook by pasting the Zapier webhook URL in the Webhook field and selecting the data you want to send.
In Zapier, connect the Webhook Received action to the Google Spreadsheet action.
