Airtable | Google Sheets | Slack Automation

Overview

This automation involves the following steps:

• Virtual Assistants (VAs) input lead information into a Google Sheet at predetermined times.

• The automation system is triggered to retrieve the new lead data from the Google Sheet.

• Once retrieved, the leads are automatically transferred into Airtable.

• Airtable organizes and tracks the leads, providing custom views for different agents.

• When new leads are added to Airtable, notifications are sent to the agents via Slack to alert them.

• Lastly, Openphone integration via Zapier allows for automatic sending of SMS messages to the new leads to facilitate immediate contact.

This set of automations streamlines the lead management process for the agency, ensuring quick assignment and follow-up with potential clients.