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.

Notify when a client signs up, find contact, and send form in Hubflo

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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.

Notify when a client signs up, find contact, and send form in Hubflo