Pennylane + VideoAsk
Create Pennylane customers from new VideoAsk responses
Effortlessly streamline your customer onboarding process with this automation. When a new response is received from a respondent on VideoAsk, this workflow will create a customer in Pennylane, saving you time and ensuring a seamless data transfer. Stay organized and efficient while handling your growing client base with ease.
Effortlessly streamline your customer onboarding process with this automation. When a new response is received from a respondent on VideoAsk, this workflow will create a customer in Pennylane, saving you time and ensuring a seamless data transfer. Stay organized and efficient while handling your growing client base with ease.
- When this happens...New Response (From a Respondent)
Triggers when the transcription is ready after someone responds to a videoask.
- automatically do this!Create Customer
Creates a new customer.
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