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Capture client intake from Calendly, add to Google Sheets, and create folder in Box

Capture client intake information from Calendly events, create a new row in Google Sheets for organized tracking, and generate a dedicated folder in Box for each client, ensuring efficient onboarding and better data management.

Capture client intake from Calendly, add to Google Sheets, and create folder in Box

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Overview

Capture client intake information from Calendly events, create a new row in Google Sheets for organized tracking, and generate a dedicated folder in Box for each client, ensuring efficient onboarding and better data management.

Capture client intake from Calendly, add to Google Sheets, and create folder in Box