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@aries: Onboarding Call Automation

“Client booked an onboarding call via Calendly and send notifications to slack. Add the label and update the pipeline stage "Onboarding Call Booked". As far as, updating the client's tag to "6FCB Onboarding Call Booked". ”

Nathan Marchandcreated by Nathan Marchand

This Zap uses a private app.

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This Zap works in 9 steps …

  • Step 1 - Trigger

    Anytime an invitee created is created in Your App

  • Step 2 - Action

    Filter my data in Filter by Zapier

  • Step 3 - Action

    Format my data in Formatter by Zapier

  • Step 4 - Action

    Send private channel message in Your App

  • Step 5 - Action

    Find or create person in Pipedrive

  • Step 6 - Action

    Update person in Pipedrive

  • Step 7 - Action

    Find or create deal in Pipedrive

  • Step 8 - Action

    Update deal in Pipedrive

  • Step 9 - Action

    Create or update contact in ActiveCampaign

    • 4.5 minutes to set up
    • Get back 1.2 hrs /week
    • 986 people use this app pairing

    This Zap uses the following 6 apps

    • Calendly (1.0.2) logo
    • Filter by Zapier logo

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