Daftra + involve.me
Add new involve.me completed submissions as clients in Daftra
Streamline your client onboarding process with this efficient workflow. When a new completed submission occurs in involve.me, it directly adds a new client to your Daftra app, eliminating manual data entry. Stay organized and up-to-date while focusing on growing your business.
Streamline your client onboarding process with this efficient workflow. When a new completed submission occurs in involve.me, it directly adds a new client to your Daftra app, eliminating manual data entry. Stay organized and up-to-date while focusing on growing your business.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Add Client
Creates a new client
- Free forever for core features
- 14 day trial for premium features & apps
About Daftra
Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their teams. Send invoices, track expenses, manage your accounting, and collaborate on projects.
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About involve.me
involve.me is an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.
