Streamlining My Go-To-Market Workflow: Notion, Cal.com, and Zapier
In the evolving landscape of personal productivity and project management, I've found myself increasingly interested in a suite of software tools designed to streamline my workflow and enhance efficiency. Notion has been a part of my toolkit for several years, but it wasn't until the start of this year that I began to leverage more of its potential. My journey with Notion transitioned from sporadic engagement to a daily use, where I plan my goals, manage various projects, and monitor my progress. A significant, yet somewhat minor aspect of my Notion adventure involves crafting a personal CRM to track my interactions and conversations.
As someone passionate about Go To Market Strategy, I naturally began reflecting on how to refine my own “GTM” processes. I have worked with teams to make their go to market process more efficient so I started apply that in my personal life. Part of my routine involved the task of scheduling meetings – a process that, while seemingly trivial, involved a tedious 5-10 minute search for available slots to propose for calls many of which I was converting the times across numerous time zones. This process was not only time-consuming for me but also for my contacts, who then had to cross-reference these times with their own schedules. Sometimes, by the time we managed to book a call, the initially proposed slots would become irrelevant, necessitating a reevaluation of availability. Following the successful scheduling of a call, another step awaited me: integrating the new contact into my personal CRM.
Though these tasks might not seem particularly burdensome at first glance, their cumulative effect signifies a notable drain on productivity and time – a precious commodity.
Enter Zapier, the automation tool that promised to be the linchpin in my quest for efficiency. By orchestrating an integration between Cal.com, Zapier, and Notion, I envisioned a seamless process where booking a call on Cal.com would automatically generate a new "lead" entry in my Notion-based CRM. Here is a link to the straightforward Zap configuration I used to turned this vision into reality. This initial setup aimed to capture the essence of automation, although I acknowledge the need for further refinement to prevent duplicates if the same contact books another call. Nonetheless, this solution has significantly streamlined my workflow for the time being.