Livestream #18: Automated CRM

Automated CRM [Livestream #18]

Base: https://airtable.com/shrITTWzjk26JixkV

Dedupe Zap: https://zapier.com/shared/f85fce97e6c10b962f34cdde10f5b3494d92fd05 Logging emails: https://zapier.com/shared/14fe46fe9f56480e8e05c06541f48efccc8993ab

What we covered: - How to dedupe leads - Logging emails/interactions - Creating contracts/presentations using the button field

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Key takeaways

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