This automation makes it easy for you to create, onboard, and manage new clients using Airtable forms.
This automation has 3 components.
1. Creating a new client record when an Airtable form is completed: duplicate the workspace here.
2. Adding the newly created client within Smartlead as a client
3. Creating a Google Drive folder (this serves as an idea, you can further expand on the capabilities)
I use a version of this to create Stripe customers, Slack channels, and more. Feel free to combine this automation with these automations: Clay client onboarding SOPs, Smartlead client onboarding SOPs
Insert the blueprint in make (new scenario)