Tag and organize new clients in Notion, add contacts in LeadConnector, and upload documents to Google Drive

Organize your new clients by tagging and updating their information in LeadConnector, creating a database item in Notion, and storing signed documents in Google Drive. This ensures faster onboarding and better client management.

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Overview

Organize your new clients by tagging and updating their information in LeadConnector, creating a database item in Notion, and storing signed documents in Google Drive. This ensures faster onboarding and better client management.

Tag and organize new clients in Notion, add contacts in LeadConnector, and upload documents to Google Drive