Capture new client info from Google Forms, update contact in LeadConnector, log details in Google Sheets, and create profile in AgencyBloc
Capture new client info from Google Forms, update contact in LeadConnector, log details in Google Sheets, and create profile in AgencyBloc
Capture new client information with Google Forms, update contacts in LeadConnector, log details in Google Sheets, and create individual profiles in AgencyBloc for faster enrollment and improved client management.
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Overview
Capture new client information with Google Forms, update contacts in LeadConnector, log details in Google Sheets, and create individual profiles in AgencyBloc for faster enrollment and improved client management.