Zapier Tables Tutorial - Lead routing automation

Curious about how you can enhance your business logic using Zapier Tables? Are they a suitable alternative to your existing database? In this video we answer that question and walk you through a practical example with a sales organization - demonstrating how to streamline lead assignment and improve processes using Zapier Tables and Google Forms. We'll break down the steps to identify the right sales rep, send automated Slack notifications, and manage lead counts.

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00:00 Intro to Zapier Tables
01:04 Breaking Down the Business Logic
02:06 Exploring Zapier Tables UI
03:08 Building the Table: Sales Reps
03:35 Understanding Field Types and Limitations
04:50 Creating Views and Sharing Data
05:37 Building the Table: Sales Regions
06:07 Building the Zap: Trigger and Actions
08:14 Using Code to Determine the Right Sales Rep
10:45 Sending Slack Notifications
11:13 Incrementing Lead Count

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