necessary automation for a consultancy specializing in credit and loan raising for clients

[alaa bebar]

I'm looking for automation that can do all the data gathering during the sales call.
I'm currently having this automation:
1. Gmail documents sent to the drive folder
2. google form to Google Sheets so can the client fill in his information

what do you suggest I should add to my bundle?

 

[Supreme]

Hey @alaa bebar

Please check your other thread for a similar query.

Google Form to Google Sheets automation

I want to automate Google Forms for Google Sheets to collect information from a customer by sending a Google Forms link, how can this be done?

forum.pabbly.com