Invite new clients and assign them to onboarding flow in Everfit from LeadConnector
Invite new clients and assign them to onboarding flow in Everfit from LeadConnector
Invite new clients to your Everfit workspace and assign them to an onboarding flow when their pipeline stage changes in LeadConnector. This accelerates the client onboarding process, ensuring a smooth transition and setup.
Workflow preview:
Zap details:
Overview
Invite new clients to your Everfit workspace and assign them to an onboarding flow when their pipeline stage changes in LeadConnector. This accelerates the client onboarding process, ensuring a smooth transition and setup.