Capture client info, find or create client, create project, and add contact in Google Contacts

Capture client information from incoming requests, find or create the client in Estimate Rocket, establish a new project, and add the client as a contact in Google Contacts for faster onboarding and improved project management.

Capture client info, find or create client, create project, and add contact in Google Contacts

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Overview

Capture client information from incoming requests, find or create the client in Estimate Rocket, establish a new project, and add the client as a contact in Google Contacts for faster onboarding and improved project management.

Capture client info, find or create client, create project, and add contact in Google Contacts