Process incoming quote requests from Microsoft Office 365, extract client info, and find or create client in Jobber
Process incoming quote requests from Microsoft Office 365, extract client info, and find or create client in Jobber
Extract client information from incoming quote requests in Microsoft Office 365, process it with Formatter by Zapier, and find or create client records in Jobber for faster onboarding and improved client management.
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Overview
Extract client information from incoming quote requests in Microsoft Office 365, process it with Formatter by Zapier, and find or create client records in Jobber for faster onboarding and improved client management.