Danielle M.

Alex M. nice, I do really like hubspot. How many people do research at your company? and do you have any repository?

Emi F. if its ever something you want to set up I'm happy to schedule some time to walk you through how I have it set up

but I'm interested to learn how it works cause I assume it would probably become part of my workflow if/when we switch to a crm

I dont use the calendar auto-import, partially because I dont know how I would set it up to sync the data and this setup works so well for how we currently run things

here's a screenshot of what the zap looks like, the different branches are for when a booking is initially created, then one for reschedules, and one branch for cancellations

Yep! in my zap I'll have a step to Add a user to the Contacts database with that data first, then in the next step I add a note to a dovetail project. In the note fields I will have the contact, which I pull in from the previous step. I also will add in the global fields there that we don't track on a contacts level but rather the individual note level

Emi F. at the start of a study I'll export the participant list with all of the required fields to CSV. We use cal.com for booking, and I use those webhooks to kick off a series of downstream automations in Zapier. Essentially, it matches the email from the sign up on the cal.com booking link to a row in the spreadsheet, then syncs over the accompanying columns into the appropriate fields in dovetail.

Heather S. Nice, it seems like Rally is among the best purpose built tools for this. Do you sync any data over to dovetail automatically? One perk of our spreadsheet setup right now is that its really easy for me to get information into our global fields about like industry, segment, etc so that we then have access to those fields in search in Dovetail. But it seems like Rally doesn't have much for automations out

lol that's what I'm using now 😭 but we're looking at setting up like 10 continuous discovery projects and I'm barely hanging on with 3 going currently

I use dovetail contacts with my current workflow, its hacked together with zapier automations and spreadsheets etc. We're just wanting something further upstream to automate participant management for internal user panel