printavo, hubspot
Create or update a HubSpot contact and add them to a list when a new customer is added in Printavo
Create or update a HubSpot contact and add them to a list when a new customer is added in Printavo
Zaps
Follow up with clients in Wealthbox CRM when they open a PreciseFP form engagement
Follow up with clients in Wealthbox CRM when they open a PreciseFP form engagement
Follow up with clients or prospects when they open a form engagement. Find or create their contact in Wealthbox CRM and add a note about the engagement for richer engagement and improved client relationships.
Zap details:
Overview
Follow up with clients or prospects when they open a form engagement. Find or create their contact in Wealthbox CRM and add a note about the engagement for richer engagement and improved client relationships.