Capture loan form submissions, create spreadsheet row, add contact in CRM, and send confirmation SMS
Capture loan form submissions, create spreadsheet row, add contact in CRM, and send confirmation SMS
Capture loan form submissions with Gravity Forms, store data in Google Sheets, create new contacts in Agile CRM, and send confirmation SMS via ClickSend SMS for faster onboarding and improved customer engagement.
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Overview
Capture loan form submissions with Gravity Forms, store data in Google Sheets, create new contacts in Agile CRM, and send confirmation SMS via ClickSend SMS for faster onboarding and improved customer engagement.