Tag clients, update opportunities, and notify team in Slack
Tag clients, update opportunities, and notify team in Slack
Tag your clients in Simplero to manage cancellations, update their opportunity status in LeadConnector, add a tag in Kit, and notify your team via Slack. This process ensures clear communication and efficient handling of cancellations.
Zap details:
Overview
Tag your clients in Simplero to manage cancellations, update their opportunity status in LeadConnector, add a tag in Kit, and notify your team via Slack. This process ensures clear communication and efficient handling of cancellations.