Notify when a client signs up, find contact, and send form in Hubflo
Notify when a client signs up, find contact, and send form in Hubflo
Assign an intake form to new clients as they sign up for your portal. Triggered by Hubflo, this process finds the contact and sends the necessary form, ensuring faster onboarding and improved client engagement.
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Overview
Assign an intake form to new clients as they sign up for your portal. Triggered by Hubflo, this process finds the contact and sends the necessary form, ensuring faster onboarding and improved client engagement.