Pull prospect submissions from Canopy Connect, format data, and update Better Agency prospect records
Pull prospect submissions from Canopy Connect, format data, and update Better Agency prospect records
Pull completed prospect submissions from Canopy Connect, process data with Formatter by Zapier, and create or update records in Better Agency. Ensure accurate lead management for faster onboarding and improved data integrity.
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Overview
Pull completed prospect submissions from Canopy Connect, process data with Formatter by Zapier, and create or update records in Better Agency. Ensure accurate lead management for faster onboarding and improved data integrity.