This multi-step workflow connects your website’s contact form, calendar, and project management system. When a new client submits an inquiry, the system automatically sends a welcome email with a scheduling link, creates a client profile in your CRM, and sets up a project folder in your workspace. It eliminates manual data entry and ensures a professional, structured onboarding experience every time.
Client Intake Synapse
$499.00
An automated workflow that seamlessly onboards new clients from their first form submission to project setup.
| Product Type | Automated Workflow |
|---|---|
| Automation Level | Fully Automated |
| Core Technology | API Integration, n8n, Webhooks |
| Target Audience | Agencies, Consultants, Service Professionals |
| Delivery Method | Done-For-You Installation |
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