Calendly meeting > Find Deal in "Replied" stage > move to "screen call"
Moves deals from Replied Stage to Screen Call Stage when meeting booked.
New Calendly Booking in Shremans Calendar
Auto Reply Qualifying Bot
Auto Responder for Tally Contact Sales Form Submissions
Published (Live Testing Phase)
New Contact Sales Form Submission
Sales Routing
Email Automation
End of the Week Report -> Get Tally Count -> Slack Report -> Reset Count
Fetches count of Tally Form submissions for week + sends report via Slack
Friday at 9am Timed Trigger
Tally Contact Sales -> Add to Zapier Storage
Adds each Contact Sales form entry to a counter.
What initiates the Zap
Deal Stage No Reply (>5d) Follow-up Email
Creates a follow up email for deals stuck for 5 days in “No Reply Stage” in Attio
Deal enters no reply stage in Attio Sales Pipeline.
Sales Routing
Email Automation
Tally Contact Sales>AttioDeal+Person>Deal Value
Creates a deal + person record in Attio for each new Contact Sales Form submission
New Contact Sales Form Submission
First Sales Email Sent to Attio Lead Stage > Replied Stage or High Potential Stage
When sales sends first email to deals in Lead Stage, moves deal to Replied or High Potential stages in Attio.
First email gets sent to deals in “Lead” stage in Attio.
Calendly Meetings Booking Counter with People from Attio Deal Pipeline
Adds each Calendly - Invitee Created to a counter, with people from Attio Deal Pipeline.
Calendly - Invitee Created
End of the Week Report -> Get Tally Count -> Slack Report -> Reset Count
Fetches count of Calendly - Invitee Created for week + sends report via Slack
Friday at 9am Timed Trigger
Enterprise Free Trial Form> Create Draft> Add to Calendar
Pending
Daily Email Drafts> Find Events> Slack Notif
Pending