Send client engagement agreement, update client records, and create new deal in ActiveCampaign
Send client engagement agreement, update client records, and create new deal in ActiveCampaign
Send client engagement agreements and financial planning membership forms after form submission in Gravity Forms. Update client records and create new deals in ActiveCampaign for improved client management and engagement.
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Overview
Send client engagement agreements and financial planning membership forms after form submission in Gravity Forms. Update client records and create new deals in ActiveCampaign for improved client management and engagement.