Jun 7 in 🗣️ General Chat Group
Monthly Zoom Session - June
Thank you to everyone that showed up. We held some great discussion today!
Here is the recording to today's call: https://us02web.zoom.us/rec/share/wH0-A8iXFQliQiJwI-lHQM5mmv3BjCQKBUkM0MZtObgBuE83TalqWkta3LpXDNga.ahNvxO3OS8Jng-eW
Passcode: YDUZ%yq1
Topics Discussed:
- Workflows to bring in leads and automate adding them to CRM (Housecall Pro was the example discussed)
- Lead Recovery and Call Analysis workflow
- How to find tools that we can connect other automations to, including what to look and search for
- How to build out advanced zapier connections with API Documentation for access to more triggers and actions
- Where to drop Loom videos if you're having issues with automation and need some assistance
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Monthly Zoom Session - June
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