Send emails in Gmail for new prospects in Elements Financial Advisor Tools
Stay ahead in managing your client relationships with this streamlined workflow. When a new prospect appears in Elements Financial Advisor Tools, an email will be fired off immediately from your Gmail account. This ensures real-time communication, enhancing your professional responsiveness as you continue to provide expert financial counsel.
Stay ahead in managing your client relationships with this streamlined workflow. When a new prospect appears in Elements Financial Advisor Tools, an email will be fired off immediately from your Gmail account. This ensures real-time communication, enhancing your professional responsiveness as you continue to provide expert financial counsel.
- When this happens...New Prospect
Triggers when a new prospect is added to Elements.
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
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