Capture client info from Calendly, add to Google Sheets, and create project in Dubsado
Capture client info from Calendly, add to Google Sheets, and create project in Dubsado
Capture client information from Calendly invites, create a new row in Google Sheets, and initiate a project in Dubsado. This process accelerates follow-up and project initiation, ensuring organized client management.
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Overview
Capture client information from Calendly invites, create a new row in Google Sheets, and initiate a project in Dubsado. This process accelerates follow-up and project initiation, ensuring organized client management.