gmail, formatter, shopify
Trigger a new Gmail email to find or create a customer in Shopify and update their details
Trigger a new Gmail email to find or create a customer in Shopify and update their details
Zaps
Capture client emails from Gmail, find contact in Wealthbox CRM, and create notes
Capture client emails from Gmail, find contact in Wealthbox CRM, and create notes
Capture client email communications from Gmail and create organized notes in Wealthbox CRM. Improve follow-up and organization for better client engagement and streamlined communication management.
Zap details:
Overview
Capture client email communications from Gmail and create organized notes in Wealthbox CRM. Improve follow-up and organization for better client engagement and streamlined communication management.