Add follow-up reminders on Google Calendar for new Trak lead updates
Trak makes it easy to collaboratively take and check notes on every lead until you, hopefully, close them. A simple way to not forget to follow-up (in addition to Trak email recaps), is to automatically add a reminder to Google Calendar after each new lead update in Trak. This template does just that.
Trak makes it easy to collaboratively take and check notes on every lead until you, hopefully, close them. A simple way to not forget to follow-up (in addition to Trak email recaps), is to automatically add a reminder to Google Calendar after each new lead update in Trak. This template does just that.
- When this happens...Case Move at Step
Triggers when a given step is added to an existing case.
- automatically do this!Quick Add Event
Triggers when an event is created.
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