Capture client info, create folder in Google Drive, and update tracking in Google Sheets
Capture client info, create folder in Google Drive, and update tracking in Google Sheets
Capture client information via Webhooks by Zapier, create a dedicated folder in Google Drive for their files, and update your tracking spreadsheet in Google Sheets. This accelerates the onboarding process and keeps your data organized.
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Overview
Capture client information via Webhooks by Zapier, create a dedicated folder in Google Drive for their files, and update your tracking spreadsheet in Google Sheets. This accelerates the onboarding process and keeps your data organized.