I am playing around more with how we can use zapier to streamline areas of our business.
We work with a number of clients that are currently set up in a CRM system, PTD app and a private FB group. Is there a way when we remove a client from one it removes them from the others? Don’t mind the order to do this but would be great if instead of having to remove the client from all 3 places we can just do in one click.
I am a complete beginner at this so any help is greatly appreciated.
Best answer by williamView original