I have a CRM that I use for my travel agency TESS. I would like to create a Zap that what I add a client to the CRM, the first name and email is sent to Flodesk.
If that sounds too complicated, I would like to at least be able to automate the download of the CSV file and Upload to Flodesk.
I am trying to avoid having to hire someone to do this for me. Any ideas?