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Automate Client Lifecycle: Lead Intake to Onboarding with Airtable, Notion & Google Calendar

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How it works This workflow automates the entire lifecycle of a service-based client, combining four distinct business flows into a single view: Intake Leads: Receives a webhook from your form builder, validates the data, optionally enriches the email using Clearbit, and creates records in Airtable and Notion. Manage Bookings: Processes scheduling webhooks to update lead status, create Google Calendar events, and send pre-call survey emails. Send Reminders: Runs a daily schedule to scan Airtabl

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sales

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