Add contacts from Calendly meetings to SmartSuite automatically

Learn how to use Calendly, Smartsuite, and a workflow automation tool called Relay.app to automatically add new Calendly bookings to your CRM or update existing contacts. The video provides step-by-step guidance on how to trigger an automation when a new Calendly booking is made. Connecting Calendly, Google Calendars, and SmartSuite has never been easier, thanks to Relay! _________________________________________ Learn more here ⬇️ Contact Us - https://innerdevsolutions.com LinkedIn - https://www.linkedin.com/in/zackstevenson _________________________________________ Table of Contents 📖 ⬇️ 0:00 Introduction 0:41 What I’ll cover 1:41 Creating a New Playbook 5:07 Setting Up Paths for Different Conditions 6:00 SmartSuite Contacts Table Setup 8:30 Relay’s Review Automation Feature 9:25 Testing the Automation 10:39 Troubleshooting and Resolving Errors _________________________________________ Software Tools (may contain affiliate links) ⬇️ Sign up using the links below! SmartSuite - https://partners.smartsuite.com/zack Relay - https://relay.app/zack _________________________________________ #zackstevenson #smartsuite #calendly