Tag contacts, find or create clients, create homes, and tag contacts in Keap and Homebot
Tag contacts, find or create clients, create homes, and tag contacts in Keap and Homebot
Manage client requests for home services by tagging contacts in Keap, creating client profiles in Homebot, and setting up home details. This approach accelerates onboarding and improves service organization.
Workflow preview:
Zap details:
Overview
Manage client requests for home services by tagging contacts in Keap, creating client profiles in Homebot, and setting up home details. This approach accelerates onboarding and improves service organization.