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.