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Create or update client opportunities in LeadConnector from new clients in PTminder, and add to Google Sheets

Create and update client opportunities in LeadConnector when a new client is added in PTminder. Capture and organize all relevant client information in Google Sheets for clearer reporting and faster onboarding.

Create or update client opportunities in LeadConnector from new clients in PTminder, and add to Google Sheets

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Overview

Create and update client opportunities in LeadConnector when a new client is added in PTminder. Capture and organize all relevant client information in Google Sheets for clearer reporting and faster onboarding.

Create or update client opportunities in LeadConnector from new clients in PTminder, and add to Google Sheets