involve.me + Privyr
Create new Privyr clients from completed involve.me submissions
Effortlessly add new involve.me submissions as clients in Privyr with this seamless workflow. Whenever a submission is marked as complete in involve.me, the client's information will be instantly captured and added to Privyr. This means you can efficiently manage your growing client list without manual data entry, making your process more efficient and organized.
Effortlessly add new involve.me submissions as clients in Privyr with this seamless workflow. Whenever a submission is marked as complete in involve.me, the client's information will be instantly captured and added to Privyr. This means you can efficiently manage your growing client list without manual data entry, making your process more efficient and organized.
- When this happens...
- automatically do this!Create Client
Create a new client in your Privyr account
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- 14 day trial for premium features & apps
involve.me ProjectRequired
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Client NameRequired
Phone Number
Email Address
Additional Client Details
Lead SourceRequired
