interfaces, zapier-tables, microsoft-outlook
Notify users via email when new billing analysis form is submitted, and provide their scores
Notify users via email when new billing analysis form is submitted, and provide their scores
Zaps
This Zap enhances your client engagement by ensuring that every new insurance request logged in Google Sheets triggers immediate communication. With OpenPhone, you send a personalized message, while Gmail delivers a confirmation email, fostering trust and responsiveness with potential clients.