Onboarding Clients with Third-Party CRMs: Automation and Workflows

Dylan R. · 2024-10-24 12:47:00.95439+00

Does anyone know if there is a way to onboard a client through a third party CRM like gohighlevel or Clickup and then have an automation that puts them into a generic clay workflow to target the niche they are looking for?

Onboarding Clients with Third-Party CRMs: Automation and Workflows | Clay