In this tutorial video, we’ll show you how to create an automation using Make.com (formerly Integromat) that will send new Calendly invitee data directly into your Airtable CRM without creating loops. This Airtable CRM includes information on companies, contacts, and interactions, and with this integration, you can easily streamline your workflow and improve your productivity.
We’ll walk you through each step of the process, including how to get all custom fields and custom questions into the Make scenario. This is a crucial step to ensure that your automation works seamlessly and captures all the data you need.
By following our tutorial, you’ll be able to replace your Zapier zap and create a more efficient and streamlined workflow. With Make.com, you can easily automate repetitive tasks, freeing up time to focus on more important tasks that require your attention.
So if you’re looking to improve your productivity and streamline your workflow, be sure to watch our tutorial video on how to send Calendly invites to Airtable using Make.com.
I hope you loved that video! Hit the subscribe button and smash the like button. If you have any questions or have a question you want answered, throw it in the comments section!!
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WHO AM I?
My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.
We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.
You can learn more on our website (https://www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:
• Reliable automation frees countless hours
• Streamlined workflows for better efficiency
• Increase revenue by eliminating faulty and inefficient systems
• Solutions suitable for non-tech savvy users
• Done-for-you, customized optimization of all processes
• Easy to use automation with little or no coding required
• Optimizing your software stack eliminates wasteful redundancies
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