Automate Your Law Firm ~ Day 40: CRM Automation ~ Part 2 w/ Airtable + N8N скачать в хорошем качестве

Automate Your Law Firm ~ Day 40: CRM Automation ~ Part 2 w/ Airtable + N8N

Welcome to Day 40 of the "How to Automate Your Law Firm in 90 Days" series! 🚀 In this episode, I’m continuing to build out the CRM automation using N8N, adding more advanced functionality to streamline lead management and follow-ups. Today, I’ll demonstrate how to capture leads using Google Forms, store the data in Google Sheets, and automatically add a new record in Airtable. From there, the system will send a confirmation email to the potential client and schedule a follow-up event in the law firm’s calendar. 📊📩📆 What you’ll learn in this video: 📝 How to capture leads with Google Forms and store them in Google Sheets – Seamlessly collect potential client data with minimal effort. 📚 Automating lead entry into Airtable – Step-by-step instructions to add new leads to your CRM database. 📧 Sending an automated follow-up email – Ensure potential clients receive timely communication after submitting their information. 📅 Creating a follow-up event in the law firm’s calendar – Automatically schedule a reminder to follow up with the lead. By the end of this video, you’ll have a fully functional lead capture and follow-up workflow that improves client engagement and keeps your legal team organized and proactive. 🚀 📌 Don’t forget to subscribe and turn on notifications to stay updated as we continue automating your law firm’s CRM!