Close (via Zapier)

When TeamsMaestro finishes summarizing a meeting, the Zap creates a note in Close with the summary. The note needs a lead, so you tell the Zap which one, for example with a Find Lead step that searches Close by the email of the person on the call.

You can give the note a title, such as the meeting name and date, and pin it to the top of the lead. Filter the trigger to calls with prospects and customers so internal meetings stay out of your CRM.

Pick which meetings run it. The trigger has optional filters for the meeting title (contains, starts with, or matches exactly) and for the host or participants. You can combine conditions and run the Zap when any of them is met.

1. Open the template and sign in to Zapier. Connect your TeamsMaestro account, which shows up in Zapier as AI TeamsMaestro.
2. Keep Meeting Summarized as the trigger. Add a participant filter if you only want calls with prospects or customers.
3. Test the trigger. Zapier loads a recent meeting from your account so you can see the fields: title, platform, start and end times, organizer, attendees, summary, and action items.
4. Connect Close. To find the right lead, add a Find Lead step that searches by the email of the person on the call.
5. Set the Lead ID, and map the summary and meeting link to the note text. Add a title if you want one.
6. Run a test, check the note on the lead in Close, and publish the Zap.

New to Zapier and TeamsMaestro? The Zapier setup guide walks through a full example, and the Zapier integration page lists everything else you can connect.