Process client information and update tasks in AroFlo and Keap when quote is accepted via email
Process client information and update tasks in AroFlo and Keap when quote is accepted via email
Process client information when a quote is accepted via email. Use Email Parser by Zapier to capture new emails, find tasks and clients in AroFlo, and create or update contacts in Keap for accurate tracking and faster onboarding.
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Overview
Process client information when a quote is accepted via email. Use Email Parser by Zapier to capture new emails, find tasks and clients in AroFlo, and create or update contacts in Keap for accurate tracking and faster onboarding.