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
Sync MeetGeek meeting insights to HubSpot with enriched contact data and follow-ups is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects HubSpot, OpenAI. It's free to download. Follow the 5-step import below to go live in minutes.
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
Purchase to unlock the full step-by-step guide
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