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.

Create new client, delay, and send follow-up email with Gmail after discovery call