Capture insurance inquiries, send follow-up emails, create applicant records, and log leads in Google Sheets
Capture insurance inquiries, send follow-up emails, create applicant records, and log leads in Google Sheets
Capture insurance inquiries from Squarespace Forms, send follow-up emails via Microsoft Outlook, create applicant records in EZLynx, and log leads in Google Sheets for better management and faster client engagement.
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Overview
Capture insurance inquiries from Squarespace Forms, send follow-up emails via Microsoft Outlook, create applicant records in EZLynx, and log leads in Google Sheets for better management and faster client engagement.