Capture participant info from Acuity Scheduling, add to Excel, create lead in Kartra, and tag lead

Capture participant information from Acuity Scheduling, add it to Microsoft Excel, create new leads in Kartra, and assign tags for future engagement. This process ensures organized data for effective follow-up and richer engagement.

Capture participant info from Acuity Scheduling, add to Excel, create lead in Kartra, and tag lead

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Overview

Capture participant information from Acuity Scheduling, add it to Microsoft Excel, create new leads in Kartra, and assign tags for future engagement. This process ensures organized data for effective follow-up and richer engagement.

Capture participant info from Acuity Scheduling, add to Excel, create lead in Kartra, and tag lead