In this tutorial, we're going to walk you through an example sales workflow where new lead information is captured using Typeform, automatically populated into a CRM built on Airtable, and the lead is immediately called back using Callingly.
Pre-requisites:
In this video, we're going to cover the workflow we're building and the key steps involved:
In this video, we're going to cover how you can create a simple lead capture form on Typeform and use Zapier to connect it with your Airtable Base and Table (which acts as your CRM).
In this video, we're going to cover how you can connect Callingly to Zapier so that any new lead information added to your Airtable CRM is passed into Callingly so that you / your sales team can be notified to call the lead immediately.
In this video, we're going to cover how once a call is completed on Callingly (or missed). How we can ensure the result of the call is passed back into our Airtable CRM so that the status of the lead is updated.
A quick overview of everything you've setup:
In this tutorial, we're going to walk you through an example sales workflow where new lead information is captured using Typeform, automatically populated into a CRM built on Airtable, and the lead is immediately called back using Callingly.
Pre-requisites:
In this video, we're going to cover the workflow we're building and the key steps involved:
In this video, we're going to cover how you can create a simple lead capture form on Typeform and use Zapier to connect it with your Airtable Base and Table (which acts as your CRM).
In this video, we're going to cover how you can connect Callingly to Zapier so that any new lead information added to your Airtable CRM is passed into Callingly so that you / your sales team can be notified to call the lead immediately.
In this video, we're going to cover how once a call is completed on Callingly (or missed). How we can ensure the result of the call is passed back into our Airtable CRM so that the status of the lead is updated.
A quick overview of everything you've setup:
In this tutorial, we're going to walk you through an example sales workflow where new lead information is captured using Typeform, automatically populated into a CRM built on Airtable, and the lead is immediately called back using Callingly.
Pre-requisites:
In this video, we're going to cover the workflow we're building and the key steps involved:
In this video, we're going to cover how you can create a simple lead capture form on Typeform and use Zapier to connect it with your Airtable Base and Table (which acts as your CRM).
In this video, we're going to cover how you can connect Callingly to Zapier so that any new lead information added to your Airtable CRM is passed into Callingly so that you / your sales team can be notified to call the lead immediately.
In this video, we're going to cover how once a call is completed on Callingly (or missed). How we can ensure the result of the call is passed back into our Airtable CRM so that the status of the lead is updated.
A quick overview of everything you've setup:
In this tutorial, we're going to walk you through an example sales workflow where new lead information is captured using Typeform, automatically populated into a CRM built on Airtable, and the lead is immediately called back using Callingly.
Pre-requisites:
In this video, we're going to cover the workflow we're building and the key steps involved:
In this video, we're going to cover how you can create a simple lead capture form on Typeform and use Zapier to connect it with your Airtable Base and Table (which acts as your CRM).
In this video, we're going to cover how you can connect Callingly to Zapier so that any new lead information added to your Airtable CRM is passed into Callingly so that you / your sales team can be notified to call the lead immediately.
In this video, we're going to cover how once a call is completed on Callingly (or missed). How we can ensure the result of the call is passed back into our Airtable CRM so that the status of the lead is updated.
A quick overview of everything you've setup:
In this tutorial, we're going to walk you through an example sales workflow where new lead information is captured using Typeform, automatically populated into a CRM built on Airtable, and the lead is immediately called back using Callingly.
Pre-requisites:
In this video, we're going to cover the workflow we're building and the key steps involved:
In this video, we're going to cover how you can create a simple lead capture form on Typeform and use Zapier to connect it with your Airtable Base and Table (which acts as your CRM).
In this video, we're going to cover how you can connect Callingly to Zapier so that any new lead information added to your Airtable CRM is passed into Callingly so that you / your sales team can be notified to call the lead immediately.
In this video, we're going to cover how once a call is completed on Callingly (or missed). How we can ensure the result of the call is passed back into our Airtable CRM so that the status of the lead is updated.
A quick overview of everything you've setup:
In this tutorial, we're going to walk you through an example sales workflow where new lead information is captured using Typeform, automatically populated into a CRM built on Airtable, and the lead is immediately called back using Callingly.
Pre-requisites:
In this video, we're going to cover the workflow we're building and the key steps involved:
In this video, we're going to cover how you can create a simple lead capture form on Typeform and use Zapier to connect it with your Airtable Base and Table (which acts as your CRM).
In this video, we're going to cover how you can connect Callingly to Zapier so that any new lead information added to your Airtable CRM is passed into Callingly so that you / your sales team can be notified to call the lead immediately.
In this video, we're going to cover how once a call is completed on Callingly (or missed). How we can ensure the result of the call is passed back into our Airtable CRM so that the status of the lead is updated.
A quick overview of everything you've setup: