Add clients to onboarding email series in LeadConnector from Process Street tasks
Add clients to onboarding email series in LeadConnector from Process Street tasks
Add clients to your onboarding email series when they complete tasks in Process Street. This ensures timely communication and engagement, enhancing your onboarding process with LeadConnector.
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Overview
Add clients to your onboarding email series when they complete tasks in Process Street. This ensures timely communication and engagement, enhancing your onboarding process with LeadConnector.