Capture new client info, create project in Dubsado, tag in Kit, and add to Google Contacts
Capture new client info, create project in Dubsado, tag in Kit, and add to Google Contacts
Capture new client information in Airtable, create a project in Dubsado, tag them in Kit for marketing, and add them to Google Contacts. Accelerate your onboarding process and improve client engagement.
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Overview
Capture new client information in Airtable, create a project in Dubsado, tag them in Kit for marketing, and add them to Google Contacts. Accelerate your onboarding process and improve client engagement.