Assign new consultation requests to agents, find or create person in Daylite, and send email via Outlook
Assign new consultation requests to agents, find or create person in Daylite, and send email via Outlook
Assign new consultation requests to agents by capturing form submissions from Leadpages, processing data with Code by Zapier, finding or creating contacts in Daylite, and notifying agents via email in Microsoft Outlook for timely follow-up.
Workflow preview:
Zap details:
Overview
Assign new consultation requests to agents by capturing form submissions from Leadpages, processing data with Code by Zapier, finding or creating contacts in Daylite, and notifying agents via email in Microsoft Outlook for timely follow-up.