Capture new client info, notify team via email, and add to beehiiv subscriber list and welcome sequence
Capture new client info, notify team via email, and add to beehiiv subscriber list and welcome sequence
Capture new client information with Tally, notify your team via Gmail, and add them to your beehiiv subscriber list and welcome sequence. Accelerate onboarding and improve client engagement for a smoother start.
Workflow preview:
Zap details:
Overview
Capture new client information with Tally, notify your team via Gmail, and add them to your beehiiv subscriber list and welcome sequence. Accelerate onboarding and improve client engagement for a smoother start.