Send welcome email via Gmail, and create onboarding task in Asana when lead status changes in Close

Send a welcome email to new clients and create an onboarding task in Asana when a lead's status changes in Close. This ensures faster onboarding and improved client engagement.

Send welcome email via Gmail, and create onboarding task in Asana when lead status changes in Close

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Overview

Send a welcome email to new clients and create an onboarding task in Asana when a lead's status changes in Close. This ensures faster onboarding and improved client engagement.

Send welcome email via Gmail, and create onboarding task in Asana when lead status changes in Close