Notify team members, create comments in Streak, and send messages in Slack for new client opportunities
Notify team members, create comments in Streak, and send messages in Slack for new client opportunities
Notify your team when a new client retention opportunity arises in Streak. Create comments for context and send direct messages via Slack for timely follow-up, ensuring no opportunity is missed.
Zap details:
Overview
Notify your team when a new client retention opportunity arises in Streak. Create comments for context and send direct messages via Slack for timely follow-up, ensuring no opportunity is missed.