Overview: A leading company in industry, sought to optimize their workflow by automating the tracking and management of scheduled or rescheduled calls on Calendly. With the aim of improving efficiency and enhancing customer engagement, they partnered with Sahal Softech to develop a robust automation solution.
Challenges: Client faced several challenges in their manual process of tracking and managing scheduled or rescheduled calls:
- Manual Data Entry: The manual tracking of call schedules on Calendly and updating multiple platforms led to inefficiencies and potential errors.
- Lack of Integration: The absence of seamless integration between Calendly, Airtable, Active Campaign, Close CRM, and Slack hindered real-time updates and communication.
Solution: Sahal Softech devised a comprehensive automation solution to address above challenges effectively:
- Calendly Integration: Leveraging Calendly’s API, scheduled or rescheduled call events are automatically detected and triggered.
- Airtable Management: Records are created or updated in Airtable based on predefined criteria, ensuring accurate and centralized data management.
- Active Campaign Integration: Leads generated from scheduled calls are seamlessly sent to Active Campaign, facilitating targeted marketing and personalized communication.
- Close CRM Integration: Entries in Close CRM are created or updated, enabling the sales team to efficiently manage leads and track interactions.
- Slack Notification: Real-time notifications are triggered in Slack, providing instant updates to relevant team members regarding scheduled or rescheduled calls.
Results: The implementation of the workflow automation solution yielded significant benefits.
- Improved Efficiency: Manual data entry tasks were eliminated, allowing team members to focus on higher-value activities, leading to increased productivity.
- Enhanced Accuracy: Automated processes reduced the risk of errors associated with manual data entry and ensured data consistency across platforms.
- Streamlined Communication: Real-time notifications in Slack enabled swift communication and collaboration among team members, enhancing overall efficiency.
- Increased Customer Engagement: Integration with Active Campaign enabled targeted marketing efforts, resulting in improved customer engagement and satisfaction.
Conclusion: By partnering with Sahal Softech to implement a robust workflow automation solution, our client successfully streamlined their processes, improved efficiency, and enhanced customer engagement. The automation not only eliminated manual tasks but also facilitated seamless communication and data management across platforms, ultimately contributing to continued success in their industry.
Make Scenario
Called Booked in Sales CRM
Updated record in Airtable
