Send email to clients with intake link from Connecteam form submission
Send email to clients with intake link from Connecteam form submission
Send an email to clients with a link to complete their intake form upon receiving a new form submission in Connecteam. This accelerates your onboarding process and improves client engagement.
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Overview
Send an email to clients with a link to complete their intake form upon receiving a new form submission in Connecteam. This accelerates your onboarding process and improves client engagement.