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.

Add clients to onboarding email series in LeadConnector from Process Street tasks

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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.

Add clients to onboarding email series in LeadConnector from Process Street tasks