Deals created the moment a meeting lands keep pipeline reports honest and stop reps from sending cold emails to a booked buyer.
- Trigger
- OUOutreach
- CRYour CRM
The records added or updated in your CRM.
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. If a deal already exists, it adds a meeting note instead.
- 4 steps, each meeting
Sample run illustrative data
- Starts each time a meeting is booked. Free.
- Stops the sequence so no one is contacted twice. Uses what is in your plan.
- If yes, it goes on to "Note the meeting on the existing deal". If no, it goes on to "Create the contact and deal". Free. Checks never cost anything.
- Adds or updates the records in your CRM. Uses what is in your plan.
- Adds or updates the records in your CRM. Uses what is in your plan.
Done: synced.The records added or updated in your CRM.Run it on mine
The payoff
What this unlocks
When a meeting is booked, it stops any prospecting sequence, then creates the contact and a deal at your first stage.
A pipeline that updates itself, with the next step already set.
It runs on its own, each time a meeting is booked.
API and MCP
Builders can integrate.
Integrate workflows like this into your own app, agentic workflows, or internal tools via API or MCP. Benefit from discounted data partnership relationships with no additional markup to you.
It's like OpenRouter, but for revenue-focused workflows you can build visually and deploy programmatically.
How it works
Step by step, in plain words
It starts each time a meeting is booked.
- 1OUStop a sequence
Stop prospecting emails
Stops the sequence so no one is contacted twice.
Stops contact cleanly so no one hears from you twice. - 2IfDeal stage is set
Already has a 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".
Who moves on and who stops here. - 3CRSync to CRM
Note the meeting on the existing deal
Adds or updates the records in your CRM.
The records added or updated in your CRM. - 4CRSync to CRM
Create the contact and deal
Adds or updates the records in your CRM.
The records added or updated in your CRM.
CRM writes happen automatically. Nothing is sent to buyers.
Benefits
Why teams run it
Hours back every week
All 4 steps run on their own, each time a meeting is booked, so no one has to remember.
Safe to leave running
Nothing is sent to anyone, so it can run in the background without a review.
No per-result charges
It uses what is already in your plan, so a busy month costs the same.
Start it any way
Run it on one person, a list, an audience or from your own agent, and get the results in place.
Make it yours
Start here, then make it yours
Partner data at our cost. No markup on any partner price.
- Change any step Swap, add or remove any of its 4 steps on your canvas, or ask AIMEE to do it.
- Plug in your own tools Use any partner's data at our cost, with no markup on any partner price.
- Build apps and internal tools Turn the same nodes into revenue-focused apps and tools your team runs in one click.
- Give every teammate's agent its tasks Assign tasks to each team member's agent. Only BrandWell does this.
- And more Schedule it, call it from Claude or ChatGPT, or share your version and earn 20% recurring on all referrals.
Node explorer
Customize this workflow or build your own
All 345 nodes in the builder. Pick one to watch it run.
4 nodes in this workflow
Questions, answered
How far does the $50 of included usage go?
Every plan includes $50 of usage each month. Spent only on work emails that LeadFuze finds, that is roughly 10,000 enriched leads a month. Misses are free.
Why is there no free trial?
Every plan runs on paid third-party data partners: intent signals, contact records and visitor identification. Your plan includes that data allowance, and we pay for it from day one. So instead of a trial, everything is month-to-month and you can cancel any time in-app.
What happens when the $50 runs out?
Runs pause at your limit, so nothing overspends. Top up from $10, or turn on auto top-up.
Do you mark up data partners?
No. You get the discounted rates we negotiated with each partner, with no markup on top. BrandWell data always runs first and costs less than any partner.
Can I run it on a list or from my own tools?
Yes. Run it on one person, a CSV or Google Sheet, an audience, or from Claude, ChatGPT and Zapier.
Run it on your market today.
Then share your version: 20% recurring on all referrals, and it's listed in the workflow library.
