Create new contact and matter in PracticePanther, and log details in Google Sheets when client schedules consultation
Create new contact and matter in PracticePanther, and log details in Google Sheets when client schedules consultation
Create new contacts and matters in PracticePanther when clients schedule consultations via Calendly, and log consultation details in Google Sheets for clearer reporting and faster onboarding.
Zap details:
Overview
Create new contacts and matters in PracticePanther when clients schedule consultations via Calendly, and log consultation details in Google Sheets for clearer reporting and faster onboarding.