Airtable + Behavior Sales

Create Airtable records when new pre-call briefs in Behavior Sales are ready

Once active, this template will automatically collect new pre-call briefs in the Behavior Sales app and create corresponding records in Airtable. This allows you to easily review the report and move quickly to the next lead without wasting time.

Once active, this template will automatically collect new pre-call briefs in the Behavior Sales app and create corresponding records in Airtable. This allows you to easily review the report and move quickly to the next lead without wasting time.

  1. When this happens...
    Behavior SalesBehavior Sales
    New Pre-Call Briefs Is Ready

    Triggers when a new Pre-Call Brief is ready.

    TriggerPolling
  2. automatically do this...
    Behavior SalesBehavior Sales
    Fetch Pre-Call Brief

    Fetch Pre-call brief

    ActionWrite
  3. then do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Recording URLRequired

    • File name

    Action
    Write
    • LinkedIn profile

    • Email

    Action
    Write
    • Text for analysisRequired

    • First name

    • Last name

    Action
    Write
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include attachment content

    Trigger
    Polling
    Try It
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn more

Related categories

  • Databases

Similar apps

Quickbase integrationsQuickbase integrations

Quickbase

Databases
Zoho Creator integrationsZoho Creator integrations

Zoho Creator

App Builder, Zoho
Smartsheet integrationsSmartsheet integrations

Smartsheet

Spreadsheets
behavior-sales logo
behavior-sales logo

About Behavior Sales

Personalize Your Sales using AI without Complicated Personality Testing!

Related categories

  • Business Intelligence