Fast Onboarding
A Zapier integration to help accelerate the onboarding of sub-accounts for Agency
About
The services are delivered in the form of a Zapier integration. It corporates the OAuth2.0 authentication and a set of actions which can be added to a onboarding zap for the agency to create sub-account and sub-account token
Key features
- Form builder
- Lead capture
- Survey creation
- Conditional logic
- Auto-scoring
GHL agencies collecting leads via forms and surveys.
The services are delivered in the form of a Zapier integration. It corporates the OAuth2.0 authentication and a set of actions which can be added to a onboarding zap for the agency to create sub-account and sub-account token. The token can then be used to create sub-account user and contact.
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