Elements Financial Advisor Tools + Flodesk
Manage new Elements Financial Advisor Tools prospects by creating or updating subscribers in Flodesk
Ensure your sales process stays organized and efficient with this workflow. When a new prospect is added in Elements Financial Advisor Tools, their details are seamlessly added or updated as a subscriber in Flodesk. Keep your email marketing list updated, and in turn, ensure your prospects never miss any important updates or newsletters from you. It's an easy way to streamline your client management for maximum efficiency.
Ensure your sales process stays organized and efficient with this workflow. When a new prospect is added in Elements Financial Advisor Tools, their details are seamlessly added or updated as a subscriber in Flodesk. Keep your email marketing list updated, and in turn, ensure your prospects never miss any important updates or newsletters from you. It's an easy way to streamline your client management for maximum efficiency.
- When this happens...New Prospect
Triggers when a new prospect is added to Elements.
- automatically do this!Create/Update Subscriber
Creates a new subscriber or updates an existing one.
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