Extract contact info and comments from Gmail, and create client in Privyr

Extract contact information and comments from new email inquiries in Gmail, then create a client record in Privyr. This process accelerates onboarding and improves client management efficiency.

Extract contact info and comments from Gmail, and create client in Privyr

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Overview

Extract contact information and comments from new email inquiries in Gmail, then create a client record in Privyr. This process accelerates onboarding and improves client management efficiency.

Extract contact info and comments from Gmail, and create client in Privyr