Automatically enrich contact and company information, sync it to HubSpot, and generate AI-powered follow-up tasks—all based on your MeetGeek meeting data. This Make template uses MeetGeek, OpenAI, and HubSpot to streamline post-meeting sales workflows. It starts by pulling meeting participant emails and uses a Make AI agent to enrich contact and company details via Apollo and web search. The AI then returns clean JSON to create or update records in HubSpot (contacts, companies, and deals). You
Automatically enrich contact and company information, sync it to HubSpot, and generate AI-powered follow-up tasks—all based on your MeetGeek meeting data.
This Make template uses MeetGeek, OpenAI, and HubSpot to streamline post-meeting sales workflows. It starts by pulling meeting participant emails and uses a Make AI agent to enrich contact and company details via Apollo and web search. The AI then returns clean JSON to create or update records in HubSpot (contacts, companies, and deals).
You can also pass the meeting transcript to OpenAI to determine whether a follow-up is needed. If so, the workflow will auto-create a task with a recommended summary and assign it to the right person—based on email matching, fallback logic, or manual mapping.
🔧 Apps used: MeetGeek, OpenAI, HubSpot
⚙️ Key features: contact enrichment, CRM syncing, intelligent follow-up task generation
This template was created by MeetGeek.
💬 For support, reach out to support@meetgeek.ai.
🎥 Watch this video to learn how to set it up: https://youtu.be/BVSyOXUBrD8?si=aVbDHpRPtDVuXLIQ&t=1935
Download the blueprint JSON file after purchase.
Open Make.com → go to Scenarios → click Import Blueprint.
Select the downloaded JSON file and confirm.
Connect your app credentials in each module.
Run once manually to test, then activate the schedule.
Setup guide included
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