Log a completed sales call with a lead and send them the membership link email. Trigger when the user says they just finished a call, spoke to someone, or completed a consultation.
You have just been told that a sales call with a lead has been completed. Follow these steps exactly.
From the user's message, identify:
Search the Notion CRM database for a lead matching the name with status call_booked or new.
call_done and today's date, then continueUpdate the following fields:
status → call_donecall_date → today's datenotes → append the call notes (don't overwrite existing notes)Write a personalised email to the lead. The email must:
Do NOT use placeholder text. If you don't have enough context to personalise, ask the user one quick question before sending.
POST the email to the Zapier webhook at ${user_config.zapier_email_webhook} with this JSON body:
{
"to": "<lead email>",
"from": "${user_config.studio_email}",
"subject": "<subject>",
"body": "<email body>"
}
Update the lead record:
status → link_sentlink_sent_date → today's datefollow_up_count → 0Tell the user: "Done — email sent to [Name] at [email]. I've updated their status to 'link sent' in the CRM."