Process form submissions, find and update client info in Capsule CRM, and send confirmation email with Brevo
Process form submissions, find and update client info in Capsule CRM, and send confirmation email with Brevo
Process form submissions from Gravity Forms to find and update client information in Capsule CRM, then send a confirmation email via Brevo regarding their claim status, ensuring faster communication and improved client engagement.
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Overview
Process form submissions from Gravity Forms to find and update client information in Capsule CRM, then send a confirmation email via Brevo regarding their claim status, ensuring faster communication and improved client engagement.