All
LBR - Require Weekly Check
Klesk
All
Name | Type | Links to Automations | Version | Purpose | Trigger | Tools Used | Client | QA Required | QA Last Confirmed | Updates, Errors, & QA | Task Type |
|---|---|---|---|---|---|---|---|---|---|---|---|
https://zapier.com/editor/234087531/published https://zapier.com/webintent/edit-zap/234087531 | 1.0.0 | Record client information in a sheet to keep track of the onboarding process and begin an automated campaign to get the lead to complete the full application. | Gravity Form | ZapierGravity FormCustomer PortalFillout | No | ||||||
1.0 | Add submissions to website inquiries sheet for better follow-up | Gravity Form | ZapierGravity Form | Yes | |||||||
Airtable | 1.0 | In order to show Michael the number of consults scheduled for next week over time so that he can keep effective track of his firm we need to mark if the consult was scheduled for next week or not. Data is used in this view: https://airtable.com/appS0LhkvZkx6CCOQ/pagBcKLBe1UtaOO14 | Yes | ||||||||
Funnel Step | Yes | ||||||||||
Airtable | |||||||||||
Zap | |||||||||||
Campaign | |||||||||||
Airtable | When the field consultation status is changed to any value that means the client is not retained then trigger the Collect Consult feedback campaign to get feedback from the client | ||||||||||
ZapierGravity FormSignNow | |||||||||||
Allow customer to submit credit application information | Gravity Form | Zapier | |||||||||
Registers customers to Airtable, allow them to access the portal to continue to get started | Fillout Form | FilloutZapier | |||||||||
