Notify team via Gmail when credit report is submitted, and update contact in LeadConnector
Notify team via Gmail when credit report is submitted, and update contact in LeadConnector
Notify relevant parties when a member submits a credit report by creating a new item in monday.com, sending an email via Gmail, and updating the contact status in LeadConnector for improved communication and tracking.
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Overview
Notify relevant parties when a member submits a credit report by creating a new item in monday.com, sending an email via Gmail, and updating the contact status in LeadConnector for improved communication and tracking.