Open a deal when a meeting is booked

When a meeting is booked, it stops any prospecting sequence, then creates the contact and a deal at your first stage.

Use this workflowHow it works

4 stepsEach meeting

The workflow diagram

Open a deal when a meeting is booked: workflow diagramThe 4 steps of this workflow, from its trigger to the final step.Each time a meeting is booked. OutreachBWWHENTRIGGEREach time a meeting isbookedOutreachStop prospecting emails. OutreachOUTHENStop prospecting emailsOutreachAlready has an open deal?Already has anopen deal?Create the contact and deal. IntegrationsCRTHENCreate the contact anddealIntegrationsNote the meeting on the existing deal. IntegrationsCRTHENNote the meeting on theexisting dealIntegrationsThis path stops hereThis path stops hereYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

When a meeting is booked, it stops any prospecting sequence, then creates the contact and a deal at your first stage. If a deal already exists, it adds a meeting note instead.

Why it works. Deals created the moment a meeting lands keep pipeline reports honest and stop reps from sending cold emails to a booked buyer.

CRM writes happen automatically. Nothing is sent to buyers.

How it works

It starts: Each time a meeting is booked.

  1. 1

    Stop prospecting emails

    Stops the sequence so no one is contacted twice.

  2. 2

    Already has an open deal?

    If yes, it goes on to "Note the meeting on the existing deal". If no, it goes on to "Create the contact and deal".

  3. 3

    Note the meeting on the existing deal

    Adds or updates the records in your CRM.

  4. 4

    Create the contact and deal

    Adds or updates the records in your CRM.

What you need

  • Outreach in your BrandWell plan
  • Your CRM

What it costs

Uses what is already in your plan. Nothing is charged per result.

  • Assumes Outreach is already enabled in your plan. Subscription fees are separate.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

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