You can check the data on Mailchimp > Audience When a new lead completes the Airtable form… If everything is correctly setup, the 2 platforms are connected. You can copy my zap workflow: Freelancing Sales Funnel with this link. Protip: Double Opt-in value should be false (otherwise you can't send them direct email) and you need to add a tag (for multiple newsletters on the same account) This tool allows us to connect our new leads -coming from Airtable- and sending them emails thought Mailchimp.Ĭonnect your differents account and create a new Zap like this: We need a way to connect Airtable and Mailchimp together. Protip: If you don't have time to create a Mailchimp account, Zapier has a solution to send outbound emails. I need to send them some follow-up emails. I don't have time to follow if leads have completed the forms. On my case, I added a good old iframe on my landing page Step4: Working as a plumberĪll the information about our cold leads are stored in Airtable.ĭuring the week, I am working on my client's projects. □ You have instantly a form to collect some data, accessible to an url We created the database structure in the Step2. Here is an example of the schema of my leads database. Created time for the date of new records.Long Text to collect answer to questions.Protip: Take some time to dig on the existing field's type.Why did I choose this solution? Because you can connect a bunch of different API's on it.Īnd API means automation, with another tool called Zapier.īut let's focus on building our sales workflow.Īfter creating a new account, Add a new base and select Start from scratchĪdd your first field, you can start by the Budget of your lead. If you don't know the product, think of Airtable as a spreadsheet on steroïd. I am using Airtable because I built my custom CRM for all the things related to my freelance. They are plenty of solutions available like Typeform, or Google form. We can use a simple email, but it's not really efficient and scalable if we want to collect our leads information. But we want to collect some data from our leads. You will be the first informed when I’m available again. If you want to keep in contact, I created a small website for our next collaboration. In terms of timeline, I am currently accepting new projects for. I am working remotely as a freelance developer. If someone sends me an email or a request on LinkedIn, I use this template:
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |