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Zap 1: Add Airtable records for new Calendly events

When a Sales Call is booked via Calendly, this zap will automatically create a new record (or update an existing record) in your Airtable database and add a status of "Lead: Inquiry." Once you've completed the sales call and decide to move forward with a quote, change the Airtable status to "Lead: Quoting." This status update will automatically trigger an email from Airtable to the lead providing links to an invoice and contract.

Davis Humphriescreated by Davis Humphries
How Zapier works (57 sec)
How Zapier works (57 sec)
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This Zap works in 4 steps

  • 2 minutes to set up
  • Get back 1.2 hrs /week
  • 3 people use this zap

This Zap uses the following 3 apps

  • Calendly (1.0.2) logo
  • Filter by Zapier logo

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