Capture new client info from Google Sheets, create prospect in Upnify, and update details via webhooks
Capture new client info from Google Sheets, create prospect in Upnify, and update details via webhooks
Capture new client information from Google Sheets, create a new prospect in Upnify, and update details via Webhooks. This process accelerates onboarding and ensures accurate client data management.
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Overview
Capture new client information from Google Sheets, create a new prospect in Upnify, and update details via Webhooks. This process accelerates onboarding and ensures accurate client data management.