To test the trigger and make sure the data can be pulled through, we will go back to Airtable, and click the checkbox on one of our leads we created in the last blog. Moving back to Zapier, we will continue setting up the zap by selecting demo base as our base, table 1 as our table, and next steps chosen as our view. So now, when we click on a checkbox for a specific lead, the new grid “Next Steps Chosen” will be populated by the lead that has the checkbox marked. We will need to set up a filter in this view to filter the items by “Next Steps = Checked”, like so: Create filter on next steps chosen grid We will rename this grid to “Next Steps Chosen” Name new grid Next Steps Chosen To watch for “New Record in View” in Airtable, we will need to create a new grid in Airtable like so: Create new grid in demo base A broken-down description of the purpose of each application is shown below. Now, we will automate the process in which we send next steps to the lead who filled out the form on Tilda. In the previous blog of this series, we created and automated the process in which we gathered leads from our Tilda site, sent the lead information to Airtable through Zapier, and then (in the back of our heads) automated an email notification to our internal operations team that someone has filled out the form on Tilda. This blog series can be visualized in video form by watching the webinar linked at the end of the blog. This post will focus on automating next step interaction with the lead after “vetting the lead” and checking them off to send the next steps in Airtable. In the previous two posts, we gave an introduction to Tilda and used Tilda to create a site with a form that sends it’s data to Airtable via Zapier. This is part three in our creating and automating a lead tracking system blog series with Tilda, Zapier, and Airtable.
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