If you always forget to follow-up with the lead after a visit, than this automation might be something for you: add a reminder to your personal calendar a couple of days after a visit.
To set this one up, you will need all of these 3 building blocks:
an active SweepBright account
an active Zapier Starter's account (or higher) (*)
an active account Google Calendar account
(*) we'll be making a multi-step Zap so a Free Zapier account will not be sufficient
Short explanation of the objective of this walkthrough:
Trigger Google Calendar to create an automatic reminder after a visit _________________________________________________________________
Follow the steps below to get started with this automation:
For your convenience, we've created Zapier templates. If you are interested in this automation, this is the best way to start from. You can always adapt the automation or add some more details after completing the template. Click on the 'Start this automation' button below. Make sure that you're logged into Zapier.
2. You will be redirected to your Zapier account after clicking on the above-mentioned button. Follow all the steps in the template walkthrough.
First you will need to select the trigger 'Interaction Registered for Lead' and connect your SweepBright account to Zapier.
After that you'll need to set up a filter to trigger the Zap when a Visit has been registered in SweepBright. Only use the exact names of the interactions used in SweepBright, in this case 'Visited'.
The last step of this automation is the Google Calendar action. Connect your Google Calendar account to Zapier and configure all the required (or optional) fields. Check out this article if you want to learn more about Dates & Times in Zapier
Do note that we've predefined the Google Calendar Event with some variable fields. We strongly suggest you to review this event. You can add your own variable fields by clicking on the +-icon on the right side of the text field.
3. You're all set ! Don't forget to turn ON your automation. We recommend you to do a test first yourself before going to the next automation. You can also check your task history to see if the automation is running smoothly (or not).
You can choose to make some adjustments in the existing automation or add other automations between SweepBright and Google Calendar.
Really 'triggered' by automations? Find out how to create your own custom automations here or check out the rest of our templates in the Integrations section or website 💪