Create new client workflow, find contact, and schedule event in Google Calendar
Create new client workflow, find contact, and schedule event in Google Calendar
Create a new client workflow and schedule an event when a referral invitee books a consultation. Use Calendly to capture bookings, TaxDome to manage contacts, and Google Calendar to set up detailed events for better organization.
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Overview
Create a new client workflow and schedule an event when a referral invitee books a consultation. Use Calendly to capture bookings, TaxDome to manage contacts, and Google Calendar to set up detailed events for better organization.