Freshsales (via Zapier)

When TeamsMaestro finishes summarizing a meeting, the Zap adds a note to a contact in Freshsales. The contact is found by email address or contact ID, so you map the email of the person on the call, and the summary goes in the note.

Sales reps and account managers get the context of every call on the contact record, ready for the next follow-up. Filter the trigger to customer and prospect meetings so internal calls 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 Freshsales. Choose to find the contact by email, and map the email of the person on the call.
5. Map the summary and meeting link to the note.
6. Run a test, check the note on the contact in Freshsales, 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.