Notify leads via SMS and email after Google Sheets submission, and provide application next steps
Notify leads via SMS and email after Google Sheets submission, and provide application next steps
Follow up with potential business loan leads via SMS and email after they submit their information. Use Google Sheets to capture leads, Twilio for SMS, and Microsoft Outlook for email, ensuring timely communication and guiding them through the application process.
Workflow preview:
Zap details:
Overview
Follow up with potential business loan leads via SMS and email after they submit their information. Use Google Sheets to capture leads, Twilio for SMS, and Microsoft Outlook for email, ensuring timely communication and guiding them through the application process.