Tag client in ActiveCampaign when their intake form is completed in DecisionVault
Tag client in ActiveCampaign when their intake form is completed in DecisionVault
Tag your clients in ActiveCampaign when their intake form is completed in DecisionVault. This improves follow-up and organization, ensuring a smoother onboarding process and better client engagement.
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Overview
Tag your clients in ActiveCampaign when their intake form is completed in DecisionVault. This improves follow-up and organization, ensuring a smoother onboarding process and better client engagement.