Create new TotalCoaching clients from new sales in systeme.io
Boost your client management efficiency with this effective workflow. When a new sale takes place in Systeme.io, it swiftly creates a new client in TotalCoaching. This automatic process saves you time and ensures every new customer is promptly added to your TotalCoaching platform. Elevate your client service while simplifying your sales process.
Boost your client management efficiency with this effective workflow. When a new sale takes place in Systeme.io, it swiftly creates a new client in TotalCoaching. This automatic process saves you time and ensures every new customer is promptly added to your TotalCoaching platform. Elevate your client service while simplifying your sales process.
- When this happens...New Sale
Triggers when a new sale is made.
- automatically do this!Create Client
Add a client into a group, creating an account if the client does not already exist.
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