Capture client details in Kajabi, and notify team via Gmail after PandaDoc agreement completion
Capture client details in Kajabi, and notify team via Gmail after PandaDoc agreement completion
Capture client details from completed PandaDoc agreements, submit them to Kajabi for marketing opt-in, and notify your team via Gmail. This process accelerates onboarding and improves communication for better client engagement.
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Overview
Capture client details from completed PandaDoc agreements, submit them to Kajabi for marketing opt-in, and notify your team via Gmail. This process accelerates onboarding and improves communication for better client engagement.