Process new client intake forms, update contact in Keap, tag contact, and create to-do in Basecamp
Process new client intake forms, update contact in Keap, tag contact, and create to-do in Basecamp
Process new client intake form responses by updating contact information in Keap, tagging the contact for better organization, and creating a corresponding to-do in Basecamp for follow-up actions, ensuring efficient client management.
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Overview
Process new client intake form responses by updating contact information in Keap, tagging the contact for better organization, and creating a corresponding to-do in Basecamp for follow-up actions, ensuring efficient client management.