Create or update client information in Simplero from new clients in Practice Better, and tag existing contacts
Create or update client information in Simplero from new clients in Practice Better, and tag existing contacts
Create or update client information in Simplero when a new client is added in Practice Better. This ensures organized data transfer and enhances client management for faster onboarding and improved engagement.
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Overview
Create or update client information in Simplero when a new client is added in Practice Better. This ensures organized data transfer and enhances client management for faster onboarding and improved engagement.