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