pandadoc, filter, slack
Notify team channel with client details when onboarding document is completed in PandaDoc
Notify team channel with client details when onboarding document is completed in PandaDoc
Zaps
Tag users in Intercom, send review invitations in Trustpilot, and update records in Salesforce
Tag users in Intercom, send review invitations in Trustpilot, and update records in Salesforce
Tag users in Intercom to invite them for reviews on Trustpilot and update their records in Salesforce. Improve user onboarding and engagement while keeping your CRM data current for better insights.
Zap details:
Overview
Tag users in Intercom to invite them for reviews on Trustpilot and update their records in Salesforce. Improve user onboarding and engagement while keeping your CRM data current for better insights.