Notify team in Slack, find and update client onboarding info in Salesforce when new form is submitted
Notify team in Slack, find and update client onboarding info in Salesforce when new form is submitted
Notify your team in Slack when a new client form is submitted in Lawmatics, while updating onboarding information in Salesforce. Achieve faster onboarding and improved team communication with every new client.
Workflow preview:
Zap details:
Overview
Notify your team in Slack when a new client form is submitted in Lawmatics, while updating onboarding information in Salesforce. Achieve faster onboarding and improved team communication with every new client.