Capture client info from Google Forms, create contact in Wealthbox CRM, send DocuSign request, and notify via Gmail
Capture client info from Google Forms, create contact in Wealthbox CRM, send DocuSign request, and notify via Gmail
Capture client information from Google Forms, create a new contact in Wealthbox CRM, send a signature request via DocuSign, and notify clients through Gmail about the onboarding process for faster onboarding and improved engagement.
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Overview
Capture client information from Google Forms, create a new contact in Wealthbox CRM, send a signature request via DocuSign, and notify clients through Gmail about the onboarding process for faster onboarding and improved engagement.