business-online, google-sheets
Capture new leads from Business Online and create multiple rows in Google Sheets
Capture new leads from Business Online and create multiple rows in Google Sheets
Zaps
Generate personalized outreach plan from Jotform, create or update client records in Wealthbox CRM
Generate personalized outreach plan from Jotform, create or update client records in Wealthbox CRM
Create personalized outreach plans for leads by gathering profile information from Jotform, generating insights with ChatGPT, and updating client records in Wealthbox CRM for improved engagement and efficient follow-ups.
Zap details:
Overview
Create personalized outreach plans for leads by gathering profile information from Jotform, generating insights with ChatGPT, and updating client records in Wealthbox CRM for improved engagement and efficient follow-ups.