1. Calendly meeting > Find Deal in "Replied" stage > move to "screen call"

Description: Moves deals from Replied Stage to Screen Call Stage in Attio when meeting booked.

Owner: Alex Last Updated: 04/04/25

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1. Overview

This automations is built to automate lead stage updates based on lead actions. It saves on admin time, and ensures correct lead tracking through the sales pipeline.

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2. Trigger

App / Event: Calendly booking in Shremans Calendar

Details / Filters: Deal must be in Replied Stage

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3. High-Level Description of Steps

New Calendly Booking - in Shremans Calendar

Find + Check if associated deal in - High potential follow-up or Replied Stage in Attio Sales Pipeline

IF Criteria met - Move to Screening Call Stage

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4. Output / Results

Where does the data end up? Attio Sales Pipeline

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5. Notes / Considerations

This automation is currently only configured to work with Shremans Calendly calendar - New sales team members will need to be added as a path in the Zap.

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6. Links

Zap Link:

https://zapier.com/editor/290177509/published/290177513/fields⁠

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Related Documentation:

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Changelog

Changelog

Date

Changed By

Summary of Changes

04/04/2025

Alex @ Working Mono

Initial creation of documentation page

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