Extract referral info from Slack, create client record in Builder Prime, and notify via email
Extract referral info from Slack, create client record in Builder Prime, and notify via email
Extract referral information from Slack messages, create a client record in Builder Prime, and notify your team via email. This process accelerates client onboarding and improves communication efficiency.
Zap details:
Overview
Extract referral information from Slack messages, create a client record in Builder Prime, and notify your team via email. This process accelerates client onboarding and improves communication efficiency.