Create client record, create folder, and upload documents in Dropbox from LeadConnector updates
Create client record, create folder, and upload documents in Dropbox from LeadConnector updates
Create client records in Credit Repair Cloud and organize their documents in Dropbox when the opportunity stage changes in LeadConnector. This ensures efficient onboarding and organized documentation for better client management.
Zap details:
Overview
Create client records in Credit Repair Cloud and organize their documents in Dropbox when the opportunity stage changes in LeadConnector. This ensures efficient onboarding and organized documentation for better client management.