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Create new client record in Sperant from new user in Referral Factory, and format data with Formatter by Zapier

Create new client record in Sperant from new user in Referral Factory, and format data with Formatter by Zapier

Create new client records in Sperant when a lead is generated in Referral Factory. Capture and organize all relevant information for follow-up, ensuring faster onboarding and improved client management.

Create new client record in Sperant from new user in Referral Factory, and format data with Formatter by Zapier

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Overview

Create new client records in Sperant when a lead is generated in Referral Factory. Capture and organize all relevant information for follow-up, ensuring faster onboarding and improved client management.

Create new client record in Sperant from new user in Referral Factory, and format data with Formatter by Zapier