Want to add leads to crm automatically? In this video I show you how to automatically add leads to a template crm in Airtable with Calendly as the trigger. To add leads automatically, we are sending them from Calendly but we could also use any lead form or appointment booking tool to trigger the crm automation. A few of the benefits of adding leads automatically are time freedom to work on higher priority tasks, better data accuracy, and not having to worry about your leads not being added to your crm automatically.
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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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