learnworlds, flodesk, google-sheets
Tag new users in LearnWorlds, add them to Flodesk segment, and record details in Google Sheets
Tag new users in LearnWorlds, add them to Flodesk segment, and record details in Google Sheets
Zaps
Create draft email to welcome new client and provide onboarding info in Gmail from Wealthbox CRM
Create draft email to welcome new client and provide onboarding info in Gmail from Wealthbox CRM
Create a draft email to welcome new clients and provide onboarding information when a new workflow is initiated in Wealthbox CRM. This ensures faster onboarding and improved client engagement.
Zap details:
Overview
Create a draft email to welcome new clients and provide onboarding information when a new workflow is initiated in Wealthbox CRM. This ensures faster onboarding and improved client engagement.