Send scheduling link to clients, log activity in Airtable, and notify team in Slack
Send scheduling link to clients, log activity in Airtable, and notify team in Slack
Send scheduling links to clients at the end of each month, log the activity in Airtable, and notify your team via Slack. This ensures timely follow-ups and keeps everyone informed, enhancing client engagement and team collaboration.
Zap details:
Overview
Send scheduling links to clients at the end of each month, log the activity in Airtable, and notify your team via Slack. This ensures timely follow-ups and keeps everyone informed, enhancing client engagement and team collaboration.