Add contacts from Calendly meetings to SmartSuite automatically
Learn how to use Calendly, Smartsuite, and a workflow automation tool called Relay.app to automatically add new Calendly bookings to your CRM or update existing contacts. The video provides step-by-step guidance on how to trigger an automation when a new Calendly booking is made.
Connecting Calendly, Google Calendars, and SmartSuite has never been easier, thanks to Relay!
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Learn more here ⬇️
Contact Us - https://innerdevsolutions.com
LinkedIn - / zackstevenson
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Table of Contents 📖 ⬇️
0:00 Introduction
0:41 What I’ll cover
1:41 Creating a New Playbook
5:07 Setting Up Paths for Different Conditions
6:00 SmartSuite Contacts Table Setup
8:30 Relay’s Review Automation Feature
9:25 Testing the Automation
10:39 Troubleshooting and Resolving Errors
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Software Tools (may contain affiliate links) ⬇️
Sign up using the links below!
SmartSuite - https://partners.smartsuite.com/zack
Relay - https://relay.app/zack
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#zackstevenson #smartsuite #calendly
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