Add new clients to Proposify, and update Airtable records
Add new clients to Proposify, and update Airtable records
Add new clients to your client management system in Proposify when they are recorded in Airtable. Capture all relevant client information and ensure the original record is updated, leading to faster onboarding and improved data accuracy.
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Overview
Add new clients to your client management system in Proposify when they are recorded in Airtable. Capture all relevant client information and ensure the original record is updated, leading to faster onboarding and improved data accuracy.