Join.me automation for meeting follow-ups and lead handoffs
Auto-send follow-ups after Join.me meetings, log attendee details in HubSpot, and keep demo notes current.
Connect Join.me with 2200+ apps
Available Events and Actions
Enable Integrations or automations with these events of Join.me
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your Join.me integrations.
List Scheduled Meetings
Get all existing Scheduled Meetings.
Real-world use cases of Join.me integrations
See how Join.me integrates with popular apps to automate tasks and streamline your workflow.
Send Join.me meeting follow-ups to Gmail for every client call.
Log Join.me attendee details into HubSpot after sales demos for pipeline review.
Create Salesforce tasks from Join.me meetings when prospects ask for pricing.
Update Google Sheets with Join.me call outcomes after customer training sessions.
Route Join.me support walkthrough notes to your CRM after escalations.
Export Join.me meeting summaries to a spreadsheet for weekly operations reporting.
How to get started with Join.me automations
Automate when something happens in Join.me
Login -> Create new flow -> Select trigger -> Search Join.me -> Choose the trigger from the list
Take action in Join.me when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Join.me -> Choose the action from the list
Trigger
Action
Start with a template
Launch your automation in minutes using professionally built workflow templates. Customize them anytime to fit your needs.
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Frequently Asked Questions
You can auto-schedule Join.me meetings from CRM events or forms, capture attendee data into your CRM, trigger personalized follow-ups, start support screen-share sessions tied to tickets, and push meeting recordings or summaries into project and reporting tools.
viaSocket uses secure, pre-built connectors and simple triggers/actions so you can map events (like a lead stage change) to Join.me actions (create meeting, send invite) without coding. Setup is point-and-click and works with the tools you already use.
Yes. viaSocket can use AI to create concise meeting summaries, extract decisions and action items from Join.me recordings or notes, then post them to project trackers or email attendees — reducing manual write-ups and missed tasks.
Yes. viaSocket connects using secure credentials and follows standard encryption and access controls. You control what data is shared and where it’s stored; integrations only transmit the fields you authorize.
About Join.me
Join.me is a versatile online meeting and screen sharing tool that allows users to host and join meetings with ease. It offers features such as video conferencing, screen sharing, and collaboration tools to enhance productivity and communication.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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