Add new PreciseFP form engagements to a ConvertKit subscriber sequence
Streamline the process of nurturing leads from PreciseFP by instantly adding them as subscribers to a predefined sequence in ConvertKit. This integration allows you to effortlessly keep your prospects engaged, providing an automatic route from form completion to targeted email marketing. No more manual imports and exports, enjoy a seamless flow of data between your favorite financial planning and email marketing tools.
Streamline the process of nurturing leads from PreciseFP by instantly adding them as subscribers to a predefined sequence in ConvertKit. This integration allows you to effortlessly keep your prospects engaged, providing an automatic route from form completion to targeted email marketing. No more manual imports and exports, enjoy a seamless flow of data between your favorite financial planning and email marketing tools.
- When this happens...New Form Engagement Completed
Triggers when a client or prospect completes an form engagement.
- automatically do this!Add Subscriber to Sequence
Add a subscriber to a specific sequence.
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