Receive new training form submissions, find company, create engagement note, and update company information
Receive new training form submissions, find company, create engagement note, and update company information
Automate your training preparation process by capturing new Tally form submissions, finding the associated company in HubSpot, creating an engagement note, and updating company information for improved accuracy and faster onboarding.
Zap details:
Overview
Automate your training preparation process by capturing new Tally form submissions, finding the associated company in HubSpot, creating an engagement note, and updating company information for improved accuracy and faster onboarding.