Create client and contact in Harvest from new Calendly event
Create client and contact in Harvest from new Calendly event
Create clients and contacts in Harvest when new events are scheduled in Calendly. This ensures timely follow-up and organized client information, enhancing your onboarding process and improving client engagement.
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Overview
Create clients and contacts in Harvest when new events are scheduled in Calendly. This ensures timely follow-up and organized client information, enhancing your onboarding process and improving client engagement.