Send email to clients after consent form, and update their information in Google Sheets
Send email to clients after consent form, and update their information in Google Sheets
Send a follow-up email to clients after they complete a consent form, prompting them to fill out an update form. Manage their information in Google Sheets for better organization and faster onboarding.
Workflow preview:
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Overview
Send a follow-up email to clients after they complete a consent form, prompting them to fill out an update form. Manage their information in Google Sheets for better organization and faster onboarding.