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