Challenge:
The challenges here were numerous because of the need to move content from one platform to another without manually influencing that.
Calendly → Notion → Mailchimp when a call is booked, the lead arrives at notion and a tag is created onto the lead.
Google sheet → Gmail for notification when new lead arrives
Facebook leads → Google sheet → Notion for lead tracking
Read AI → Notion for meeting tracking
All of these were the requirements of Beth and her team from Australia
Solution:
Using Zapier, I was able to achieve much of the requirements of the system, and information flowed effortlessly from one platform into the other.
As opposed to the Gmail notifications which can be a hassle, I also made suggestions to how the system should be drafted for notifications. I suggested we used the new notion notifications feature from database automations which would create less information overload on the employee’s email.
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