Tag and organize new clients in Notion, add contacts in LeadConnector, and upload documents to Google Drive
Tag and organize new clients in Notion, add contacts in LeadConnector, and upload documents to Google Drive
Organize your new clients by tagging and updating their information in LeadConnector, creating a database item in Notion, and storing signed documents in Google Drive. This ensures faster onboarding and better client management.
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Overview
Organize your new clients by tagging and updating their information in LeadConnector, creating a database item in Notion, and storing signed documents in Google Drive. This ensures faster onboarding and better client management.