Create task and organize client information in ClickUp and Gmail when new client form is submitted
Create task and organize client information in ClickUp and Gmail when new client form is submitted
Create organized client information and tasks when a new client form is submitted via WS Form. Generate a new list in ClickUp and a label in Gmail for faster onboarding and improved client management.
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Overview
Create organized client information and tasks when a new client form is submitted via WS Form. Generate a new list in ClickUp and a label in Gmail for faster onboarding and improved client management.