Capture new service inquiries, create client record, add to mailing list, and notify team via email
Capture new service inquiries, create client record, add to mailing list, and notify team via email
Capture new service inquiries from Cognito Forms, create client records in Canopy, add them to your Mailchimp mailing list, and notify your team via Gmail. This process accelerates onboarding and improves communication.
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Overview
Capture new service inquiries from Cognito Forms, create client records in Canopy, add them to your Mailchimp mailing list, and notify your team via Gmail. This process accelerates onboarding and improves communication.