Create folder in Google Drive, log info in Google Sheets, and send email via Gmail for new clients
Create folder in Google Drive, log info in Google Sheets, and send email via Gmail for new clients
Create a designated folder in Google Drive for new clients, log their information in Google Sheets, and send them an email with access details after tagging them in Ontraport. This ensures faster onboarding and organized client management.
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Overview
Create a designated folder in Google Drive for new clients, log their information in Google Sheets, and send them an email with access details after tagging them in Ontraport. This ensures faster onboarding and organized client management.