Create new client, delay, and send follow-up email with Gmail after discovery call
Create new client, delay, and send follow-up email with Gmail after discovery call
Create new clients and send follow-up emails via Gmail after discovery calls using Webhooks by Zapier. This ensures timely communication and document collection, enhancing your onboarding process.
Zap details:
Overview
Create new clients and send follow-up emails via Gmail after discovery calls using Webhooks by Zapier. This ensures timely communication and document collection, enhancing your onboarding process.