Capture new financial planning sign ups, create contacts, add pipeline items, and update Mailchimp subscribers
Capture new financial planning sign ups, create contacts, add pipeline items, and update Mailchimp subscribers
Capture new financial planning sign-ups with SurveySparrow, create contacts and pipeline items in Less Annoying CRM, and update subscriber information in Mailchimp for richer engagement and efficient management.
Zap details:
Overview
Capture new financial planning sign-ups with SurveySparrow, create contacts and pipeline items in Less Annoying CRM, and update subscriber information in Mailchimp for richer engagement and efficient management.