Track client interest with Gravity Forms, create a new box in Streak, add contact, and edit box details
Track client interest with Gravity Forms, create a new box in Streak, add contact, and edit box details
Track potential client interest by capturing Gravity Forms submissions. Create a new box in Streak, add or update contacts, and edit box details for organized follow-ups, ensuring faster onboarding and clearer client engagement.
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Overview
Track potential client interest by capturing Gravity Forms submissions. Create a new box in Streak, add or update contacts, and edit box details for organized follow-ups, ensuring faster onboarding and clearer client engagement.