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.
- When this happens...New Pre-Call Briefs Is Ready
Triggers when a new Pre-Call Brief is ready.
- automatically do this...Fetch Pre-Call Brief
Fetch Pre-call brief
- then do this!Create Record
Creates a new record with auto-populating fields.
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New Pre-Call Briefs Is Ready
Triggers when a new Pre-Call Brief is ready.
Try ItReport IDRequired
Recording for analysisRequired
Twitter profileRequired
Recording URLRequired
File name
LinkedIn profile
Email
Text for analysisRequired
First name
Last name
BaseRequired
TableRequired
Limit to View
Include attachment content
Try It