Notify team member, create new contact in Wealthbox CRM, and log applicant details in Google Sheets
Notify team member, create new contact in Wealthbox CRM, and log applicant details in Google Sheets
Notify your team via Gmail when a new applicant is added in EZLynx, create a new contact in Wealthbox CRM, and log applicant details in Google Sheets for better tracking and faster onboarding.
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Overview
Notify your team via Gmail when a new applicant is added in EZLynx, create a new contact in Wealthbox CRM, and log applicant details in Google Sheets for better tracking and faster onboarding.