Elements Financial Advisor Tools + Google Contacts
Add new Elements prospects as Google Contacts
Keeping your contacts organized across platforms can be challenging. Simplify your workflow with this integration that automatically adds new Elements prospects as contacts in Google Contacts. Stay connected and up-to-date with potential clients, while focusing on building meaningful relationships and growing your client base.
Keeping your contacts organized across platforms can be challenging. Simplify your workflow with this integration that automatically adds new Elements prospects as contacts in Google Contacts. Stay connected and up-to-date with potential clients, while focusing on building meaningful relationships and growing your client base.
- When this happens...New Prospect
Triggers when a new prospect is added to Elements.
- automatically do this!Create Contact
Triggers when a contact is created or updated.
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