Create new client and home details in Homebot from Lofty trigger
Create new client and home details in Homebot from Lofty trigger
Create new clients and their associated home details in Homebot when a specific Smart Plan step in Lofty is triggered. This accelerates your onboarding process and enriches client engagement.
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Overview
Create new clients and their associated home details in Homebot when a specific Smart Plan step in Lofty is triggered. This accelerates your onboarding process and enriches client engagement.