Invited in Web Office
Sent to a Google
Form to Join Panel
Results sent to
client specific Google Sheet
Sent to master sheet to combine all clients.
Zapier watches for new rows
Add new contacts to Hubspot
Send welcome email, link to persona servey
"Aspen Morrow from Visi just joined the user research panel."
Fills out Persona Survey
Zapier watches sheet for new persona survey results
Add Survey Results to contact in Hubspot
Persona results sent to a Google Sheet
"John@gmail.com just completed the persona survey, the info is in hubspot."
Sign Up
Employee manually adds additional info from Exigo
Recruiting
Identify who you want to talk to and make meeting request.
Zapier watches Hubspot for meeting Request
Sends email to user requesting meeting.
Clicks on email link, sent to calendly to select a time
Calendly reviews teams schedules to see what's available
Selects a time that works for everyone
Sends confirmation email to both parties with connection details.
Creates Calendar Event
Sends a Remind to user just before event
"I just scheduled a 20 Minute Phone Call with Warren Worthington for 11:05am - Tuesday, April 19, 2016."
Zapier watches Calendly for new meetings
Cancels Meeting
Cancels Calendar Event
"Susan Storm canceled the 45 Minute Phone Call that was scheduled for 01:15pm - Monday, April 18, 2016. Reason: I can't make it"
Zapier watches Calendly for cancelations
EMPLOYEE
BOT
USER
