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

Description

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 Airtable for upcoming calls and automatically sends 24h reminder emails to reduce no-shows.
Onboard Clients: Reacts to successful payments by marking leads as "Paid," generating a Notion Onboarding Checklist, and sending a Welcome Kit via Email and WhatsApp.

Set up steps

Configure Credentials:
Connect your accounts for Airtable, Notion, Slack, Google Calendar, and GMAIL.
(Optional) Add credentials for Clearbit (enrichment) and Twilio (WhatsApp).

Customize Emails:
Open the four Email Send nodes.
Customize the Body Text with your own booking links and survey URLs.

Configure Tables & IDs:
Update the Airtable nodes with your specific Base and Table names (e.g., tblLeads).
Update the Notion nodes with your Database IDs for Projects and Onboarding.

Connect Webhooks:
Copy the Production URLs from the three Webhook nodes (Lead Intake, Booking, Payment) and paste them into your respective form, calendar, or payment provider settings.