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Webinar Replay: Track Your Calls and Automate Follow-Up Actions Using Keap

See this throwback replay of Cameron Tulloch presenting on Automation Hours for Keap. 

We create an internal form for use during a client call or interaction, then use decision diamonds in an Advanced Automation to send a summary email and assign appropriate tasks. 

This video is from 2020, so the software has changed, just a little bit, but the tactic is one we use here at Otium event today. 

Want to try this yourself? Get a trial of Keap Pro here. 

Want help creating this automation? Book a call with Otium.


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