Notify team via email when client is ready for proposal, update client status in ActiveCampaign
Notify team via email when client is ready for proposal, update client status in ActiveCampaign
Notify your team via Gmail when a client is ready to proceed to the proposal stage, while updating their status in ActiveCampaign and Google Sheets for clearer tracking and faster response times.
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Overview
Notify your team via Gmail when a client is ready to proceed to the proposal stage, while updating their status in ActiveCampaign and Google Sheets for clearer tracking and faster response times.